Question

Inputs

Results

What will be the value of your client’s savings in the future?

Number of years client plans to save, annual additions to savings, expected rate of return, amount of current savings

- future value of client’s savings

How much in annual additional annual savings is needed to reach your client’s savings goal?

Future value of client’s savings, expected rate of return, amount of client’s current savings, number of years client plans to save

- Annual additional savings needed

What amount of current savings is needed to reach your client’s savings goal?

Future value of client’s savings, expected rate of return, annual additions to savings, number of years client plans to save

-Total current savings needed

What annual rate of return on savings is needed to reach your client’s savings goal?

Future value of client’s savings, annual additions to savings, amount of client’s current savings, number of years client plans to save

-Annual rate of return needed