IMPORTANT: Calculator assumes weekly contributions and no withdrawals for 5, 10 or 20 years. Projections generated regarding the likelihood of various outcomes are hypothetical in nature, provided for educational purposes only, do not reflect actual investment results, are not individualized, are not intended to serve as the primary or sole basis for investment decisions, and are not guarantees of future results. The rate of return on investments can vary widely over time, especially for long term investments including the potential loss of principal. The S&P 500® for the 10 years ending 1/1/2014, had an annual compounded rate of return of 8.06%, including reinvestment of dividends (source: www.standardandpoors.com). Since 1970, the highest 12-month return was 61% (June 1982 through June 1983). The lowest 12-month return was -43% (March 2008 to March 2009).
*1 month equals 30 days from the date of account sign-up. Other fees may apply.
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