Savings Accumulation  
If you currently have a savings plan in place, it’s important to know how much money you are on track to accumulate. As the saying goes, if you don’t know where you’re going, any road will take you there. Regardless of whether you’re saving for a long-term goal such as retirement or for a short-term goal such as a family vacation, it’s important to have a dollar figure in mind. This calculator is designed to help you estimate the future value of your current savings.
     

Total value of current savings: (Consider your bank accounts, savings accounts, investments, and other liquid funds. In general, do not include pension plans and home equity.)

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Anticipated additional savings each year: (Push yourself to be a disciplined saver, but be realistic. If you set your expectations too high and fail, you’ll only be hurting yourself.)

$

How many years do you have to save? (Write down an appropriate time frame for you to pursue your savings goal.)

What after-tax return do you expect on your investments? (0 to 12 percent). Estimate the return on investments based on the time frame and the investment vehicles used for a particular savings goal. Remember to adjust for taxes.)

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Principal Financial Group
1150 9th Street, Suite 1400 • Modesto, CA • 95354
Phone: (209) 550-3720 • Fax: (209) 550-3796
www.markkleiderlein.com • mkleiderlein@capax.com

Mark Kleiderlein is licensed in CA, MN, MO, NY, OR, PA, and WY to offer life insurance (including variable life), annuities (including variable annuities), and securities registered in AX, CA, NY, PA, and WA.

This site is not a solicitation of interest in any of these products in any other state. 

IMPORTANT CONSUMER INFORMATION:  Mark Kleiderlein may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Mark Kleiderlein that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution (s)he represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® (The Principal®) are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, Preferred Product Network and Princor are members of the Principal Financial Group, Des Moines, IA 50392.

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.

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