Money guide

How much should you invest each month for your goal?

Estimate the recurring contribution needed to reach a future target.

When this calculator is useful

Estimate the monthly contribution needed to reach a specific investment target by a chosen date.

What to enter

Enter starting amount, target amount, years, extra months and expected annual return.

How to read the result

The required monthly contribution is the amount needed after accounting for growth of the starting balance and future recurring investments.

Questions worth testing

Compare a later target date, a larger starting amount or a lower expected return.