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

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.