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Year End Nest Egg Projections

January 1st, 2014 at 09:50 pm

As I have shared before, my goals for my nest egg are 600k in tax-deferred and 150k in my Roth.

At the end of the year, I like to take my balance and project what I may have at retirement, assuming different rates of return. On the left side are estimates showing how my portfolio may grow with no new money. On the right side are estimates showing how my portfolio may grow if I continue contributing at my current rate.





There are no guarantees of course, but the projections are encouraging. That 9% sure is pretty, but I am more concerned with the 5%.

2 Responses to “Year End Nest Egg Projections”

  1. creditcardfree Says:

    I should do similar projections with our retirement. DH never seems to impressed with where we are.

  2. Petunia 100 Says:

    It's really easy to do in Excel, you just use the future value function. Type "=fv" in a cell, and the program will prompt you for the variables.

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