Savings future value

This calculator compounds a fixed monthly deposit at the rate you enter, year by year. It shows an estimated ending balance plus how much of that balance came from your own contributions versus growth. Real portfolios vary with market returns, taxes, employer matches, and sequence of returns.

FAQ

What assumptions does this model use?

Fixed monthly contribution, constant nominal annual return, and monthly compounding at rate/12. No taxes, fees, employer match, or inflation adjustment.

Nominal vs real returns

You enter nominal return. Purchasing power in retirement would still depend on future inflation, which this page does not model.

Why might my brokerage projection differ?

Products use different timing (beginning vs end of month), fees, tax wrappers, and return sequences. This is a simplified baseline.

Can I model a lump sum only?

Set monthly contribution to 0 and you would need a different tool; this UI is built around monthly deposits plus return.

Is this financial advice?

No. Illustration only.

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