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MasterMath

How Long to Reach Your Savings Goal

How long it takes to reach an amount saving the same figure every month. It is the reverse of the required-saving question: there you pick the term, here you pick the contribution.

Currency and number format for

It would take you

—

It would take you—
In months—
Out of your pocket—
Put in by interest—
Balance on arrival—
Of the total, interest puts in—

How this was worked out

    The formula

    It accrues month by month: balance × (1 + i) + contribution, until the goal is reached

    Where it comes from

    With interest involved there is no simple division: each month the balance grows two ways, from what you put in and from what the accumulated pot earns, and the second gains weight over the years. Over a long term, interest ends up contributing more than you do, and that crossover is the interesting part. At zero interest the calculation really is a division, which is why the answer is so different.

    How to work it out by hand

    1. Note the goal, what you already have and what you can set aside each month
    2. Each month, multiply the balance by (1 + monthly interest)
    3. Add the contribution
    4. Repeat until the goal is reached and count the months

    What is worth knowing

    The goal is in today's money, and in thirty years a million will not buy what it buys now: to reason in current purchasing power, use the real return, nominal minus inflation, and you will see the term stretch considerably. And what moves the answer most is not the rate but the contribution: doubling it cuts the term far more than gaining two points of return.

    Frequently asked questions

    What moves the term more, saving more or earning more?

    Saving more, by a distance, especially early on. Interest gains weight from the second decade.

    Will the million really be a million?

    In today's money, no. Use the real return — nominal minus inflation — to reason in current purchasing power.

    What if I cannot always contribute the same?

    This assumes a constant contribution. With irregular contributions the answer is an approximation.

    Does it account for tax on the returns?

    No. If you are taxed on returns each year, use the after-tax rate.

    Why month by month and not a formula?

    Because the closed formula breaks down at zero interest. Iterating works in both cases without odd exceptions.