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Investment Calculators

Investment Calculators

Asset Allocation CalculatorThis calculator helps you create a balanced portfolio of investments.
Investment ReturnsMeeting your long-term investment goal is dependent on a number of factors. This not only includes your investment capital and rate of return, but inflation, taxes and your time horizon.
Municipal Bond Tax Equivalent YieldThis calculator will estimate the tax-equivalent yield (TEY) for a municipal bond. Income generated from municipal bond coupon payments are not subject to federal income tax.
Mutual Fund Expense CalculatorThis calculator can help you analyze the costs associated with buying shares in a mutual fund.
Stock Option CalculatorReceiving options for your company's stock can be an incredible benefit. Even after a few years of moderate growth, stock options can produce a handsome return.

Military Officers Assocation of America (MOAA)
201 N. Washington St
Alexandria, VA 22314

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.