GOALS Unit - 1.

3 Rate of Return Worksheet

This worksheet is designed to help you calculate future value and target sum monthly payments
Just replace the examples with your own goals

Target Target Number of Annual

Sum Months to Inflation
Target Rate

Example: Vacation in Kuala Lumpur 50000 6 6.00%

Example: New mid range sedan 60000 36 6.00%

Example: New apartment down payment 800000 60 6.00%

Example: Retirement 4000000 120 6.00%

orksheet

monthly payments

Inflation Current Assumed Monthly

Adjusted Savings Rate of Investment
Target Toward Goal Return Required

51,478 0 7.00% 8,406

71,461 0 9.00% 1,724

10,70,580 1,00,000 9.00% 16,149

71,63,391 4,00,000 15.00% 32,081