How it works
Your balance and contributions compound monthly at the expected return.
Frequently asked questions
What return should I use?
Many planners use 5–7% a year for a diversified stock-heavy portfolio, after inflation.
Portfolio Growth Calculator
Project your investment portfolio's growth.
Your details
Balance at the end
$636,042
Total contributed
$250,000
Growth
$386,042
Tax on withdrawals
None (qualified)