Required Return To Meet Goal
Calculator
Required annual return (%)
5.336199
Results
- Required annual return (%)
- 5.336199
- Total contributed
- 250,000
Retirement planning results
| Required annual return (%) | 5.336199 |
| Total contributed | 250,000 |
formula-map diagram
- Required annual return (%)
- 5.336199
- Total contributed
- 250,000
Retirement planning relationship
Formula
Solve i from: PMT × ((1+i)^n - 1) ÷ i = FV= 5.3361997335279
Note
This is not financial advice. It is a simplified model: it applies the displayed standard formula to the figures you entered, assumes a single constant rate for every year, and ignores taxes, fees, sequence-of-returns risk, health costs, longevity risk and any country's specific pension, benefit or minimum-distribution rules. Real returns can be negative and real retirements rarely follow a smooth curve. Check the assumptions and consult a licensed adviser before acting on any figure.