What Rate Would I Need to Earn on My Savings?

What annual rate of return would you need to reach your savings goal? Enter your target amount, current savings, planned contributions, and time horizon to find out if your goal is within reach.

Your Savings Plan

Enter your savings goal and current financial situation.

These are example values. Update them to reflect your personal situation.

$
$10,000 $5,000,000
$
$0 $1,000,000
$
$0 $100,000
years
1 100 years

What annual rate of return would you need to reach your savings goal? Enter your target amount, current savings, planned contributions, and time horizon to find out if your goal is within reach.

Required Rate of Return

Based on the savings plan you provided.

Annual Rate Needed
0.00%

Total Contributions
$0
Growth Needed
$0

This calculation is for educational purposes only. Actual investment returns vary and are not guaranteed. Past performance does not guarantee future results. Estimates only — not financial advice.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Make the Most of Retirement Without Losing Sight of the Plan

Make the Most of Retirement Without Losing Sight of the Plan

Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.

Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Estate Planning as a Family Unit

Estate Planning as a Family Unit

In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.