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Contributions are monthly with a chosen timing. Compounding, tax timing, annual fees and inflation are separate assumptions; real value does not guarantee profit.
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monthly interest = balance after opening deposit × annual rate ÷ 12balance after credit = balance + period interest − tax at creditfinal balance = balance after last period − any final taxWorked example
Worked example using the form's default values.
Contributions are monthly with a chosen timing. Compounding, tax timing, annual fees and inflation are separate assumptions; real value does not guarantee profit.
Use the same amount, horizon, dates and cost basis. Check whether the result is monthly or annual and what it includes. The comparison does not select offers or guarantee their availability.
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Sources, retrieval dates and the next review are in the methodology. You enter prices, returns and forecasts. The calculator does not fetch offers or confirm individual eligibility.
Contributions are monthly with a chosen timing. Compounding, tax timing, annual fees and inflation are separate assumptions; real value does not guarantee profit.
