What annual rate of return would you need to pursue your goal? Complete the calculator to assess your progress toward your goal.

Your Savings Plan

Estimate your current financial 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 approach you provided.

Annual Rate Needed
0.00%

Total Contributions
$0
Growth Needed
$0

The annual rate needed is a hypothetical based on your inputs. It is not representative of any specific investment or combination of investments. The projection varies based on the calculator inputs.

 

Related Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Have You Planned Your Succession Yet?

Have You Planned Your Succession Yet?

If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

 

Have A Question About This Topic?


Thank you! Oops!

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

View all articles

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

View all calculators

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos