Using the budget in part 1; Use as many time lines as you need forecast all your projected savings(investments) to get each investments future value. You will have to determine your PV, l/y, N, PMT then calc FV If you don't have any idea on the l/y you could use 5 or 6% to be conservative. N depends on your current age and when you think you will retire. Savings 401k or (4033) whichever you use IRA's.... Home Ect