Client Login

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

Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.