Investment Calculators

See if your investment plan is on track to meet your goals -- and get suggestions on how to adjust if you are falling short.

There is more to investing than annual rate of return. See how inflation, taxes, and your time horizon can impact your bottom line.

Determine the future value of an investment including an initial deposit and a stream of periodic deposits at a given rate.

Determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.

Determine the future value of a single lump sum investment at a given rate over a set number of years.

Determine the present value of a known future lump sum at a given discount rate.

Determine the annual rate of return from known lump sum starting and ending amounts.

Determine the present value of a known final future value plus a stream of additional deposits.

See how long your investment savings can last once you begin taking distributions, factoring in growth and inflation.

Determine how long or how much periodic distributions can be taken from an investment before it runs out.

Determine exactly what it might take to return to your original investment balance after a market loss.

Your age, risk tolerance, and other factors are used to calculate a desirable mix of stocks, bonds, and cash.

Calculate a desirable mix of a broad portfolio of stocks, bonds, and cash based on your age and risk tolerance.

This questionnaire helps you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income, and Equities.

Create a balanced portfolio from a broad range of investment classes based on your answers to a risk profile questionnaire.

Even a small difference in fees can add up over time. See how different investment fees impact your long-term strategy.

Analyze the costs of a mutual fund using data from your fund's prospectus to see the long-term impact of fees and operating expenses.

Calculate the IRR on an annual basis from an irregular stream of up to 20 payments and withdrawals.

Calculate the Internal Rate of Return (IRR) on a series of cash flows.

Compare a normal taxable investment against a tax-deferred investment to see the long-term impact of tax deferral.

Compare all three investment tax structures: normal taxable, tax-deferred, and tax-free side by side.

Estimate the tax-equivalent yield (TEY) for a municipal bond to compare it fairly against taxable bond alternatives.

Compare the reaction of two bonds to changes in prevailing bond market rates.

See how Return of Capital (ROC) impacts the tax equivalent yield on a REIT's hypothetical distribution.

Determine the value of your stock options for the next one to twenty-five years.

Project how much a series of annual stock option grants could be worth to you over time.

Determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.

Determine the gross distribution required to receive a specific net amount after taxes and fees, or vice versa.

Examine the potential return you might receive from an investment property, including rental income, appreciation, and tax benefits.

Illustrate the effect of using a loan to purchase an investment. Using debt as leverage can magnify your return -- and your risk.

Estimate the taxable impact of your proposed 1031 Exchange sale and purchase.

Determine the 45-day identification period and 180-day exchange period deadlines for a 1031 Exchange based on your closing date.

See the historic impact of inflation on an investment or savings balance over time.

See how inflation affects the real purchasing power of any dollar amount over time.