Investing & Retirement Calculators
Compounding, retirement accounts and returns.
Project the growth of savings and investments, model 401(k), IRA and Roth contributions, and measure performance with ROI, IRR and CAGR.
401K CalculatorProject your 401(k) balance from your contributions plus an employer match over time.Annuity CalculatorFind the future value of fixed monthly payments into an annuity.Annuity Payout CalculatorFind the fixed monthly income a lump sum can provide over a chosen period.Average Return (CAGR) CalculatorCompute the compound annual growth rate (CAGR) of an investment over a period.Bond CalculatorPrice a bond from its face value, coupon rate, maturity and the current market yield.CD CalculatorSee how a certificate of deposit grows and find its annual percentage yield.Compound Interest CalculatorSee how an investment grows when interest compounds over time.Crypto Profit CalculatorCalculate profit or loss and ROI on a cryptocurrency trade after fees.Dividend Yield CalculatorCalculate a stock’s dividend yield and your annual dividend income.Finance CalculatorSolve any one of future value, present value, payment, rate or term using time-value-of-money math.Future Value CalculatorFind what an amount invested today will be worth in the future at a given growth rate.Investment CalculatorProject how an investment grows from a starting amount plus regular monthly contributions.IRA CalculatorProject a traditional IRA balance from its current value plus yearly contributions.IRR CalculatorFind the internal rate of return of a series of cash flows where net present value equals zero.Mutual Fund CalculatorProject a mutual fund balance with monthly contributions, accounting for the expense ratio.Net Worth CalculatorAdd up what you own and subtract what you owe to find your net worth.Payback Period CalculatorFind how long it takes to recover an investment from its annual cash inflows.Pension CalculatorCompare a one-time lump-sum offer against the present value of monthly pension payments.Present Value CalculatorFind what a future sum of money is worth today at a given discount rate.Retirement CalculatorProject your savings to retirement, then test whether they last through your withdrawal years.RMD CalculatorEstimate your IRS Required Minimum Distribution from a retirement account.ROI CalculatorCalculate return on investment as a percentage, plus net profit and annualized return.Roth IRA CalculatorProject a Roth IRA balance from its current value plus yearly contributions — all tax-free at withdrawal.Savings CalculatorProject a savings balance from a starting amount plus regular monthly deposits.Simple Interest CalculatorCalculate simple interest earned on a principal over a number of years.Stock Average / Cost Basis CalculatorFind your average cost per share across multiple purchases of the same stock.