Investment Variables Calculator
By The Palm Beach Research Group Team
How much money will your current investment plan produce before and after taxes and inflation?
Tell the calculator how much you’re investing initially and periodically, and what time frame you’re working with.
Investment Goal, $: Your final investment goal in dollars
Number of Years to Accumulate: How long you have to achieve this goal
Amount of Initial Investment, $: How much money you’re starting with
Periodic Contribution, $: How much money you’re contributing regularly to this account
Rate of Return on Investment, %: The percentage return you anticipate receiving on this investment
Investment Frequency: How often you’ll be contributing to this account (i.e., quarterly)
Expected Inflation Rate, %: The inflation rate you anticipate being present during this time
Interest Is Compounded: How often this interest will be compounded on itself (i.e., annually)
Federal Marginal Tax Rate, %: The federal tax rate you’re paying on marginal income
State Marginal Tax Rate, %: The state tax rate you’re paying on marginal income