Compound Interest Schedule: Create Your Own

 

Instructions for completing this schedule:

Beg. Bal: Beginning Balance: How much money are you starting with?

Cont’n: Investment Contribution: How much money are you putting in your Investment Account each year?

Sub-Ttl: Sub-Total: Beginning Balance + Investment Contribution

ROI: After Tax Return: What “after-tax” percentage return are you planning on earning? Write that down (a 7% return is a good place to start), and multiply that percentage by the Sub-Total Amount.

Total: Total Investment Account: Sub-Total + After-Tax Return on Investment

After-Tax % Return: ___
YearBeg BalCont'nSub-TtlROITotal
$$$$$
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