What Is The Long-Term Impact Of Investment Return?

It may surprise you how much more you could accumulate in savings simply by repositioning assets to achieve a slightly higher return. Even one, two or three percent return over a short number of years can make a dramatic difference.
     
  Savings Information And Assumptions

Input
  Current investment balance
  Annual contributions
  Number of years to project
Before-tax return on savings: (%)
Marginal tax bracket: (%)
     
 

Any rate of return entered into the calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time, and generally the higher the rate of return the higher the degree of risk.

The information provided here is to assist you in planning for your future. The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please not that individual situations can vary. Therefore, the information should be relied upon when coordianted with individual advice from qualified professionals.