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!


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
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