Practical guide

Retirement target with monthly contributions

Find the PMT contribution needed to reach a future-value goal.

Scenario

Target of $1,200,000 in 25 years at 0.65% monthly return and initial balance of $15,000.

Inputs

  • FV = 1200000
  • n = 300
  • i = 0.65
  • PV = -15000

Key sequence

  1. 11200000 FV
  2. 2300 n
  3. 30.65 i
  4. 415000 CHS PV
  5. 5PMT

How to read the result

Run conservative, base, and optimistic scenarios to reduce underestimation risk.