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.

Most used

Savings Goal Calculator

Plan a fixed savings target from whichever number you do not know: the monthly amount, final balance, time needed or steady annual return.

Investment Calculator

Project a portfolio forward from a starting amount and regular contributions. Use it as an investment goal calculator to see whether your current plan reaches the balance you have in mind.

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

Plan both directions: see when your current pace reaches a million, or choose a deadline and calculate the monthly contribution it requires. Change the target for any wealth milestone.

Investment Withdrawal Calculator

Model a portfolio with withdrawals at the start or end of each month, including an annual inflation step-up and transparent lower- and higher-return cases.

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.