Project contributions under assumed returns and annual step-up.
Inputs and results
Input: Monthly amount, annual return, term and step-up.
Output: Invested amount, projected gains, total and year table.
How it works
1
Monthly amount, annual return, term and step-up.
2
Set return/step-up assumptions and calculate.
Examples
science Example to try
Compare a 1,000 monthly plan with 0% and 5% annual step-up.
Limitations
Constant-return scenario, not a forecast. Fees, tax, volatility and missed payments are omitted.
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