Peak Wealth Management LLC
John Garrity &, Derek Deangelis
Founding Partners & Wealth Managers
1 Hardy Rd
Bedford, NH 03110
603-488-2483
john@peakwealthnh.com
www.peakwealthnh.com
 
 




Reaching Your Investment Goal: Contributions Needed Calculator
Reaching Your Investment Goal: Contributions Needed Calculator

At a given rate of return, how much should you save each period to reach a specific amount?


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Enter amount of anticipated future need in today's dollars. The calculator will adjust the amount you enter for inflation until the target year is reached.

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Enter the amount that you currently have available to satisfy the need.

Enter number of years to achieve target balance.

If you select "Yes", the calculator will determine your initial contribution amount assuming that you will increase your contributions each year to keep pace with inflation. If you select "No" the calculator will calculate periodic contributions needed based on the assumption that the contribution amount will not change over time.



Additional amounts invested are assumed to be made at the end of each month (for monthly contributions) or year (for annual contributions).

Earnings are compounded monthly.

This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.

This calculator assumes that no withdrawals are made from the investment portfolio during the accumulation period.

This is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any specific investment or portfolio.



IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.