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Advanced Investment Return Calculator

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Advanced Investment Return Calculator

Find out the difference between Simple and Compound Interest. See how big an impact your tax rates and inflation have on your savings over time. If you have already used our Becoming A Millionaire Calculator, you can use your targeted Expected Investment Return numbers in this calculator to see how to make that return happen. Once you see how moving the rate of return affects your profits, try checking out our Compound Interest Calculator to see how the different types of compounding can have a big impact on the final return.

Calculate

Investment totals $30,357 after 10 years

INSERT Advanced Investment Return CHART HERE

Your original investment of $10,000.00 plus your annual investments of $1,200.00 could be worth $30,357.07 after 10 years. This assumes an annual rate of return of 5% and all of your annual investments happen at the beginning of the year. All values are shown before inflation is taken into account.

Input Summary

Years 10
Rate of Return 5%
Initial Investment $10,000.00
Annual Investments $1,200.00
Inflation Rate 3%
Tax Rate 15%
Adjust Annual Investment for Inflation No
Show all Values after Inflation No

Results Summary

Compounded Interest Return $1,302.07
Simple Interest Return $7,055.00
Total Invested Capital $22,000.00
Investment Final Total $30,357.07

Investment Balance by Year

Year Annual Investment Taxes Net Return Total
0 $1,200.00 $0.00 $0.00 $10,000.00
1 $1,200.00 $84.00 $476.00 $11,676.00
2 $1,200.00 $96.57 $547.23 $13,423.23
3 $1,200.00 $109.67 $621.49 $15,244.72
4 $1,200.00 $123.34 $698.90 $17,143.62
5 $1,200.00 $137.58 $779.60 $19,123.22
6 $1,200.00 $152.42 $863.74 $21,186.96
7 $1,200.00 $167.90 $951.45 $23,338.40
8 $1,200.00 $184.04 $1,042.88 $25,581.29
9 $1,200.00 $200.86 $1,138.20 $27,919.49
10 $1,200.00 $218.40 $1,237.58 $30,357.07