Calculators

Saving & Investing

Watch compounding do the heavy lifting and map the path to a savings goal.

Compound Interest Calculator

Compounding is interest earning interest. Set a starting balance, a monthly contribution and a rate to watch your money grow — and see how much of the result is pure growth.

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Savings Goal Calculator

Have a target in mind? Tell us the goal, your timeline and what you've saved so far, and we'll work out how much to set aside each month.

Investment Calculator

Project a portfolio forward from a starting amount and regular contributions — and see how sensitive the result is to the return you assume.

FIRE Calculator

Financial Independence, Retire Early. We'll find your 'FIRE number' from your spending using the 4% rule, then estimate how long it takes to reach it.

Millionaire Calculator

How long to your first million? Enter what you have, what you add each month, and your expected return to see the year you cross the line.

Investment Calculator with Withdrawals

Model a portfolio that keeps growing while you draw from it. Set a starting balance, return, monthly withdrawal and horizon to see what's left.

Dividend Investment Calculator

See how a dividend portfolio compounds when you reinvest. Combine yield, dividend growth, price appreciation and contributions to project value and income.

Roth IRA Calculator

Roth IRA contributions grow tax-free, and qualified withdrawals in retirement aren't taxed. Project your balance from a starting amount and annual contributions.

529 College Savings Calculator

Plan for college with a 529. Project tax-advantaged growth from your contributions and see how it stacks up against an estimated future tuition bill.

CD Calculator

See exactly what a CD pays. Enter your deposit, APY and term to get the maturity value and total interest earned.