Sentences with phrase «average annual return needed»

If you invested in no - load mutual funds, then you would not pay this, and this reduces the amount of average annual return needed to be at par with the 529 by 0.5 %.

By building a portfolio that ties back to your Family Index Number — the average annual return needed to make sure you reach your financial goals — your advisor is able to create a customized yet repeatable process.

Not exact matches

That's based on how much I would need to earn $ 5000 a month on a 10 % average annual return.»

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.

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 %).

In order to achieve returns like the 10 % average annual return of the Dow Jones, investors need to look for the lowest cost funds.

This would mean I would need to have approximately $ 36,300 invested into dividend stocks that average a 3.3 % annual return.

Maybe anyone suggesting the SM to some one should explain that part last, after the part about borrowing money to invest amplifies your return on BOTH the downside and the upside and that in order to really make * any * money you need to have average annual returns in your investments that exceed the interest you are paying on the loan (which doesn't tend to work out too well if you are investing in mutual funds unless interest rates are very low)

In Table 3 [Best and Worst Average Annual Returns (1945 — 2007)-RSB- the authors display several one -, five -, and 10 - year average returns to drive home their point that an investor needs to remain in the market for the long term to achieve solid investment returns and to avoid short - term Average Annual Returns (1945 — 2007)-RSB- the authors display several one -, five -, and 10 - year average returns to drive home their point that an investor needs to remain in the market for the long term to achieve solid investment returns and to avoid short - term Returns (1945 — 2007)-RSB- the authors display several one -, five -, and 10 - year average returns to drive home their point that an investor needs to remain in the market for the long term to achieve solid investment returns and to avoid short - term average returns to drive home their point that an investor needs to remain in the market for the long term to achieve solid investment returns and to avoid short - term returns to drive home their point that an investor needs to remain in the market for the long term to achieve solid investment returns and to avoid short - term returns and to avoid short - term losses.

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:

Begin judging your investment progress in terms of the market's long - term average annual return (11 %) and how much time remains before you will need to start selling your holdings.

Certified investment advisor Shannon Dalziel of PWL Capital in Toronto says that in order for Niilo's investment of $ 60,000 to grow to $ 500,000 in 30 years, he needs an average annual rate of return of between 7.3 % and 9.1 % before taxes and fees.

To beat that offer / proposal, all you need to do is invest the difference and earn an average annual rate of return HIGHER than that 5.

If I were to take it out on my 25th birthday and take the taxes and penalty (48 % of my actual amount), I would need to earn a ~ 7.5 % annual return over the next 35 years to break - even on my 401k that would earn an average of 7 % over the same time frame.