Retirement Savings Calculator

Your Current Age?:

Anticipated Retirement Age?:

Current Retirement Savings?:

Annual Interest Rate (ROI)?:

Amount At Retirement?:

Monthly Investment Required:

Number of Contributions:

Total Amount Invested:

Interest Earned:

Est. Final Value:

Last Deposit Date:

Original Size

Retirement Savings Calculator — calculate savings required to reach retirement goal

This calculator easily answers the question "Given the value of my current investments how much do I need to save each month to reach my retirement goal?"

The user enters their "Current Age", there expected "Retirement Age", the "Annual Interest Rate (ROI)" (annualized Return on Investment one expects to earn) and "Amount Desired At Retirement".

The calculator quickly calculates the required monthly investment amount and creates an investment schedule plus a set of charts that will help the user see the relationship between the amount invested and the return on the investment. The schedule can be copied and pasted to Excel, if desired.

If you need a more advanced "Retirement Calculator" - one that calculates many more unknowns and one that calculates assuming retirement income and not a final lump sum then try the calculator located here: https://AccurateCalculators.com/retirement-calculator

Currency and Date Conventions

All calculators will remember your choice. You may also change it at any time.

Clicking "Save changes" will cause the calculator to reload. Your edits will be lost.

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Security First Financial

1234 S Power Rd., Ste. #101
Mesa, AZ 85206
480-330-6439
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140 North Union Avenue Suite 205
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385-595-5625
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Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Security First Financial are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.

Jeremy Dopp is an Investment Advisor Representative with IAMS Wealth Management. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents.

Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.

>Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

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