FIN-012
Retirement contribution sketch
R 259,00
Also $20.00 · £16.00 · €18.00
Project a savings balance from a contribution and an assumed return you type in.
- Type
- Excel workbook with PDF guide
- Licence
- Personal use
- Version
- 1.0.0
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Look inside
This is the sheet in the workbook.
Sketch
| Input | Value | Note |
|---|---|---|
| Current savings | 20000 | Amount already invested |
| Monthly contribution | 1500 | Paid at the end of each month in this model |
| Years | 25 | Sample horizon |
| Assumed annual return | 0.07 | You chose this assumption. It is not a prediction |
| Illustrated balance | 1329615.90 | Future value of current savings plus contributions |
| Contributions paid in | 450000 | Ignores growth |
The Excel file stays in the download. The tables above are a look at the sample.
What it is
Project a savings balance from a contribution and an assumed return you type in.
People who want to see how a monthly contribution and an assumed rate interact before they speak to a fund or adviser.
Opens in
Excel workbook with PDF guide
This workbook organises figures you type in. It is not financial, credit, insurance, or tax advice. Rates, fees, and laws change. A qualified adviser should review decisions that affect debt, tax, medical cover, or retirement.