TABER Asset Management

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?


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.


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.

Any information provided has been prepared from sources believed to be reliable but is not guaranteed, does not represent all available data necessary for making investment decisions and is for informational purposes only.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT and VT. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2023.