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Reaching Your Investment Goal Calculator
Reaching Your Investment Goal Calculator

At a given rate of return, how long will it take for your portfolio to reach a specific amount? Saving more can help, but just how much of a difference would additional savings make?


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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 is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any specific investment or portfolio.


Information contained in this publication is not intended to replace specific advice or recommendations by your investment adviser. It is not intended to provide tax, legal, insurance or investment advice, and nothing in this publication should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Unless otherwise specified, you alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should consult an attorney or tax professional regarding your specific legal or tax situation. Please check with your adviser for more information (888) 862-9923.


This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, 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, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.