Check the background of this financial professional on FINRA's BrokerCheck.

Calculators


Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

Calculator: Print This Page
Saving or Investing Calculator
$
$Monthly
Annually
1st:
%
2nd:
%
3rd:
%

*Enter a value in the first box to generate a chart illustrating the effect of that rate of return on your savings or investments. You can also generate a chart comparing the effects of up to three different rates of return by entering other values in the remaining boxes.

Years

How much will you accumulate if you save or invest regularly? Use this tool to calculate and chart the future value of regular monthly or annual deposits.


Calculation assumes that additional deposits are made at the end of the applicable period (month or year).


Saving or Investing Calculator Chart
How much will you accumulate if you save or invest regularly?

After 30 years, if you start with a balance of $10,000 and save $1,000 a year at 5%, you will have accumulated an estimated $109,658.

Using the same assumptions as noted below, this chart compares the same initial and subsequent deposits for the same term at three different expected annual rates of return:
  • 5%: $109,658
  • 6%: $136,493
  • 7%: $170,583



    • Assumptions

    • Calculation assumes earnings are compounded (monthly/annually).
    • Calculation assumes that additional deposits are made at the end of the applicable period (month or year).
    • Calculation does not take into account the effects of inflation.
    • Calculation does not take into account the effect of federal or state income taxes.
    • If you are investing in stocks or stock mutual funds, obtain a prospectus and read it carefully. Past performance is no guarantee of future results.
    • The results are hypothetical and may not reflect the actual growth of your savings or investments.
    ©2017 Broadridge Investor Communication Solutions, Inc. All rights reserved.
    Connect with us on: Go to Facebook  


     
     
     
     

    994 Main Street, Peekskill, NY 10566
    Phone: 914-734-2800 Fax: 914-734-2819 Email: larry@itistrategies.com

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ITI Strategies Inc. are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CA, CT, DC, WA, DE, FL, GA, IL, MA, MD, NC, NJ, NV, PA, RI, SC, TX, VA.

    To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.
    finra.org   |   sipc.org

    This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFPAS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFPAS Compliance Department at 512-697-6000

     


     


    Check the background of this financial professional on FINRA's BrokerCheck.