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Recurring Investment by Age Calculator

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:
  • 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.
For both phases money grows at a specified annual percentage rate of return by compounding.

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 $520,770.95
Recurring Investment by Age Calculator
Annual Investment Amount ($):
Annual Rate of Return (%):
Age at First Investment:
Age at Last Investment:
Number of Years after Last Investment:
Reset
Results Summary
Total Principal Invested: $11,000.00
Accumulated Value at Age 65: $53,218.34