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Time Value of Money IRA Example

You open an IRA with a $2,000. After one month you make $100 deposits at the end of each month. The account pays 4% annual interest compounded monthly. What will the account be worth in 20 years?

Value Keystrokes Display Description
  shift, C TVM   Clears the financial variables.
  shift, B/E   To toggle the BEG / END mode so the BEG indicator is not displayed.
12 STO, P/YR 12.00 Sets the payments per year. This also sets the compounding periods to the same value if using the Focused Calculator.
4 I/YR 4.00 Stores the annual interest rate.
-2000 PV -2,000.00 Stores the initial deposit, PV.
-100 PMT -100 Store the payment amount.
20 shift, xP/YR 240 Sets the total number of payments to the value in x times the payments per year.
  FV 41,122.63 Calculate the future value.

Often such a long term (20 years in this example) savings involves increasing the amount of the payment. These Function Calculators will calculate using graduated annuities:

  1. Present Value of a Graduated Annuity Due
  2. Present Value of a Graduated Regular Annuity
  3. Future Value of a Graduated Annuity Due
  4. Future Value of a Graduated Regular Annuity