Investing Calculators

Project your 401(k) balance including employer matching, and see how much of it your employer contributed.

Project what an investment will be worth, in both nominal terms and what it will actually buy.

See what you are on track to have at retirement, and whether it supports the income you want.

Calculate the compound annual growth rate between a starting and ending value over any number of years.

Work out the tax on an investment gain and what you keep after selling.

Work out what a certificate of deposit pays at maturity, after inflation and after tax.

Project dividend income and portfolio value over time, with or without reinvesting the dividends.

Find your financial independence number and how many years of saving at your current rate it would take to reach it.

Project a traditional IRA balance and see what it is worth after tax is paid on withdrawal.

Compare investing a sum all at once against spreading it over months, and see what the wait costs.

See what a return is worth after inflation, tax and fees have taken their share.

Calculate return on investment as a percentage, along with the annualised rate over the holding period.

Project a Roth IRA balance and compare it against a traditional account of the same size after tax.