Investment 1 | Investment 2 | |
Initial investment |
10,000
|
10,000
|
Regular investment |
250
|
200
|
Monthly or Annually? |
|
|
Start or end of period? |
|
|
Start investing at age |
25
|
35
|
Stop investing at age |
65
|
65
|
Years of growth |
40
|
30
|
Rate of return (Maximum 16%) |
6.00%
|
5.00%
|
Future value | $609,737 | $261,129 |
Future Value of Investments
Investment 1
Investment 2
Difference
Assumptions
Investment growth is tax-deferred. For monthly investments, the rate of return is compounded monthly.
Investment growth is tax-deferred. For monthly investments, the rate of return is compounded monthly.