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Investment Calculator
Forecast your future net
worth!!!
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Instructions Enter the start year, begin
balance, how much you'll invest each year, and the
interest rate you expect to earn.
Click the Forecast button.
Once
the forecast is created, click update to change
the interest and/or investment amount for any
year. If you check "Updates Fill Down" your
changes will be applied to all subsequent
years.
For example, you could
generate the forecast with your planned investment
(say $1000 per year) and your expected annual
interest rate (say 10%). Then at the
year you expect to retire, change the investment
amount to a negative number (indicating that you
will now be withdrawing from your nest egg). And
you could change the interest rate to a lower one
(say 7%) since you may have your money invested
more conservatively at retirement.
You
now know when you can retire and how long your
portfolio will last you after you
retire.
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