Savings Goals  
Setting a goal is a crucial step in meeting your savings objectives. Do you have specific savings goals, or are you merely hoping you’ll have enough when the need arises? This calculator is designed to help you determine how much you need to save each year to meet your savings goals.
     

What is the total value of your savings? (Add up your bank accounts, investments, and other liquid funds. Do not include pension plans and home equity.)

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How much would you like to have in the future? (Try to match a specific savings goal with a dollar figure. This will provide greater meaning and motivation.)

$

How many years do you have to save? (Write down the time frame for your goal.)

What after-tax return do you expect on your investments (0 percent to 10 percent)? (Estimate the return on investments based on the time frame and the investment vehicles used for a particular savings goal. Remember to adjust for taxes.)

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The Advisors Group of Pittsburgh
Foster Plaza Building 11, 790 Holiday Drive • Pittsburgh, PA • 15220
Phone: (412)539-0055 • Fax: (412)539-0056
• advice@advisorsgroup-pgh.com

Securities and advisory services offered solely through Ameritas Investment Corp., (AIC).  Member FINRA/SIPC.  AIC and The Advisors Group of Pittsburgh are not affiliated. Additional products and services may available through The Advisors Group of Pittsburgh that are not offered through AIC. Securities products are limited to residents of AZ, CA, CO, DE, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, VA, WI, WV.

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Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.