Savings Accumulation  
If you currently have a savings plan in place, it’s important to know how much money you are on track to accumulate. As the saying goes, if you don’t know where you’re going, any road will take you there. Regardless of whether you’re saving for a long-term goal such as retirement or for a short-term goal such as a family vacation, it’s important to have a dollar figure in mind. This calculator is designed to help you estimate the future value of your current savings.
     

Total value of current savings: (Consider your bank accounts, savings accounts, investments, and other liquid funds. In general, do not include pension plans and home equity.)

$

Anticipated additional savings each year: (Push yourself to be a disciplined saver, but be realistic. If you set your expectations too high and fail, you’ll only be hurting yourself.)

$

How many years do you have to save? (Write down an appropriate time frame for you to pursue your savings goal.)

What after-tax return do you expect on your investments (0 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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Madison Avenue Securities, Inc.
1610 Montclair Ave. Suite B
 • Reno, NV • 89509
Phone: 775-786-2213 • Fax: 866-845-9747
• rreding@madisonreps.com

Securities and advisory services offered through Madison Avenue Securities, Inc. (MAS), a Registered Investment Advisor, member FINRA & SIPC.  Rick Reding may only offer advisory services to entities and individuals residing in the state of NV.  Rick Reding may only offer or sell securities to entities and individuals residing in the states of AZ, CA, CO, FL, GA, HI, ID, MN, MT, NV, OR, UT, VI, WA,  WI, as well as USVI.  Tax Preparation Services and Tax Planning are provided through Sound Tax NetworkTM.  MAS, Pinnacle Resource Management, Inc., and Sound Tax NetworkTM are not affiliated companies of one another.

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