This calculator in Concept Toolkit lets you create a future value table using different annual investment amounts over time.
For example, some clients be able to invest less when they are younger and earning less and then gradually invest more as their incomes increase and expenses decrease as children grow up and the mortgage is paid off.
Where is the calculator?
The Future Value – Variable Amounts calculator is found in the Financial Planning section of Concept Toolkit.
What does it look like?
The calculator produces a future value growth table with the assumptions at the top of the table.
Data Entry Screen
You can customize the title of the calculator and select up to 5 different annual investment amounts and time periods.
