Recurring Investment by Age Calculator

Use the Recurring Investment by Age Calculator to compute and chart how much money you would accumulate by investing a given amount of money at a fixed rate of return starting at one age and stopping at another age and then letting that money grow.

The calculator has two phases:

For both phases money grows at a specified annual percentage rate of return by compounding.

For example, if you invested $1,000 per year beginning at age 20 and ending at age 30 (11 investments), you would have $55,347 at age 65 given a four percent rate of return. The same investments growing at six percent would be worth $121,978 at age 65. At a ten percent rate of return the investments would be worth $572,848.

If you invested 1,000 per year beginning at age 31 and ending at age 65 (35 investments) you would have $76,598 at age 65 given a four percent rate of return. The same investments growing at six percent would be worth $118,121 at age 65. At a ten percent rate of return the investments would be worth $298,127.

Recurring Investment by Age Calculator
Annual Investment Amount ($):
Annual Return (%):
Age at First Investment:
Age at Last Investment:
Number of Years after Last Investment:
Do not enter $ or % in fields.


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