Future Value/Annuity Calculation


Since the mortgage calculator is so popular, I put together a form that does another calculation I find important, finding out how much to put away tax deferred to get a certain amount of money in the future,
and how much you could expect to draw out of that money. Just put in some numbers to see what I am talking about!
A more involved calculation (including options for a second person) can be found here.


Beginning Balance of Account
Monthly contribution
Years until retirement
Estimated annual pre-retirement yield (%)
Estimated annual retirement yield (%)
Estimated annual inflation (%)
Estimated annual contribution increase (%)
Desired future total monthly income (current dollars)
Estimated monthly Soc.Sec/Pension income (current dollars)
Years until Soc.Sec/Pension income starts
Soc.Sec/Pension annual increases (%)
Forced annual withdrawal increase(+) or decrease(-) (%)
(leave blank for default)

Hugh Chou  -  Back to Financial Calculator List
to help me keep my site free indefinitely!