Recurring Investment by Age Calculator
Use the Recurring Investment by Age Calculator to compute and chart how much money you would accumulate by investing a given amount of money at a fixed rate of return starting at one age and stopping at another age and then letting that money grow.
The calculator has two phases:
Example: If you invested $1,000 per year beginning at age 20 and ending at age 30 (11 investments), you would have $53,218.34 at age 65 given a four percent rate of return. The same investments growing at six percent would be worth $115,073.34 at age 65. At a ten percent rate of return the investments would be worth $520,770.95
The calculator has two phases:
- Recurring Investment Phase during which a specified amount is invested each year beginning at a starting age and stopping at an ending age.
- Compounding Phase during which no new investments are made and the balances from the first phase compound for a specified number of year.
Example: If you invested $1,000 per year beginning at age 20 and ending at age 30 (11 investments), you would have $53,218.34 at age 65 given a four percent rate of return. The same investments growing at six percent would be worth $115,073.34 at age 65. At a ten percent rate of return the investments would be worth $520,770.95
| Results Summary | |
|---|---|
| Total Principal Invested: | $11,000.00 |
| Accumulated Value at Age 65: | $53,218.34 |