Sentences with phrase «assuming average annual returns»

every month over the next 30 years, I'll reach $ 1,000,000, assuming an average annual return of 6.5 percent.

Here's an example: If you want to retire at 65 with a million dollars, you simply need to save a little over $ 400 a month, starting at age 25 (assuming an average annual return of 7 %).

ROTH IRA Scenario: You invest $ 10,000 per year in a ROTH IRA for 30 years assuming an average annual return of 8 %, and a tax rate of 25 %.

If you start saving $ 405 a month by age 25, you'll earn a million dollars by the time you turn 65, assuming an average annual return of 7 %.

For this example (shown in below), I have assumed an average annual return that decreases over time as these folks age.

Assuming an average annual return of 10 per cent, quite reasonable if invested in equities, you will accumulate Rs 8.36 lakh - Rs 12.54 lakh in 15 years - quite a decent sum for emergency contingencies.

Not exact matches

The after - tax proceeds from those sources would be worth $ 547 million if he invested the money in a blend of stocks, bonds, hedge funds, commodities and cash, assuming a weighted average annual return of 7 percent over the past 15 years, according to the Bloomberg Billionaires Index.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

They assume 6.6 % average real annual return for U.S. stocks with zero volatility.

Looking at it another way, BTN Research estimates that, assuming 5 % average annual investment returns, for every $ 1,000 of monthly income you want over a 30 - year retirement, you need $ 269,000 in the bank.

It's fair to assume that your average annual returns from long - term investing will be in the high single digits or low double digits.

Assuming it returns high 40 mpg to 50 - plus, payback is possible after a few years of average annual driving compared to non-electrified cars costing a couple thousand or more dollars less.

It assumes an initial investment of $ 2,500 and an average annual return of 7 %.

Again, assuming a modest 7 % average annual return and a retirement age of 67, when you retire your investment would grow to a whopping $ 454,107, and $ 401,124 of it would be pure investment profit.

Assuming you invest # 50,000 today and get an annual return of 8 percent over 40 years (which is the average annual return on a large stock index like the FTSE 100 or the American S&P 500 over the last 30 years), you can expect to cash of over # 1 million at the end of the investment period.

It assumes an average return of 6 % on an initial portfolio of $ 250,000 less an annual fee of 0.30 % for Vanguard Personal Advisor Services and the industry average annual advisor fee of 1.02 %.

If you start investing with just $ 3,600 per year at age 22, assuming an 8 % average annual return, you'll have $ 1 million at age 62.

The classic Global Couch Potato portfolio provided healthy average annual returns of 10.0 % from the start of 1981 through 2015, assuming the portfolio's four indexes were rebalanced back to equal dollar amounts each month instead of annually.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

This hypothetical illustration assumes an average annual 6 % return over 18 years and does not represent any particular investment nor does it account for inflation.

This example assumes $ 30,000 salary, 3 % annual salary increase, average 8 % rate of return and 100 % employer match.

Assuming 1.25 % in annual expenses — about average for mutual funds, according to Morningstar — that left you with an annual return of roughly 6.75 %.

Assuming that you could earn the average historical pre-tax return of 4 % annual interest rate on these $ 36,000 dollars, your taxable savings account would yield $ 1,440 in additional taxable income.

The examples I've used here assume stocks, bonds, and gold return a stead annual average.

Once the mortgage is paid off, they invest the $ 2,533 former payment each month in a globally diversified mutual fund invested in 50 % stocks and 50 % bonds with an assumed average annual rate of return of 6 %.

But let's assume both the RBC mutual fund and the Vanguard ETF produce an identical 6 % average compound annual return before fees over 25 years.

Traditional 401K: You invest $ 10,000 per year in a traditional 401K for 30 years assuming the same average annual return of 8 % and a tax rate of 25 %.

In you 30s, assuming an 8 % annual average return, you're going to need to save and invest the following amounts each year to have $ 1 million at age 62:

Assuming a base case of about $ 5.5 billion in free cash flow and 3 % annual growth, Home Depot stands to reward shareholders with roughly 8.5 % returns in the long haul — not outstanding by any measure, but its results are likely more reliable than your average ticker symbol.

You can estimate how much you'll have saved up by using a retirement calculator; it's best to assume no more than a 7 % average annual return, which is the historical average of the stock market (including inflation).

For example, if you reduce the amount you pay in annual expenses to 0.17 % — the average for index funds and ETFs last year — your account balance would increase to $ 1.06 million, assuming the same 6 % return before expenses.

«I also assumed returns of 6 % gross annually on her RRSP, as well as a very conservative 2 % net return on her non-registered investments — much lower than the 15 % average annual rate of return she's received from her investment portfolio up until now.»

If he starts saving now with an initial investment of $ 100 and makes weekly contributions of $ 50, he'll have over $ 299,000 when he retires, assuming his account earns an average annual return of 6 %.

Below are the actual returns for the same Model Portfolios assuming total annual investment management fees and trading expenses are 1.0 %, which is considered average.

We'll assume that Poor Peter makes $ 45,000 a year, and the average stock market investment annual return is 8 %.

Assuming a 7 percent average annual return, it will take a little more than 10 years for a $ 60,000 401k balance to compound so it doubles in size.

Assuming an average annual appreciation in the value of the house at 3 percent a year, total return on cash would be 10.3 percent / year.