Financial · Retirement & Investing
Retirement & Investing calculators
401(k), IRA, annuities, future/present value, ROI, IRR and investment growth.
Retirement CalculatorProject your retirement corpus from current savings and monthly contributions.401(k) CalculatorProject your 401(k) balance including the employer match.IRA CalculatorGrow a Traditional IRA from annual contributions and an expected return.Roth IRA CalculatorProject a Roth IRA's tax-free balance from annual contributions.RMD CalculatorRequired Minimum Distribution from a retirement account using the IRS Uniform Lifetime Table.Pension CalculatorAnnual pension from a defined-benefit formula: years × accrual rate × final salary.Social Security CalculatorEstimate your monthly Social Security benefit from your average indexed earnings (bend points).Annuity CalculatorFuture value of an annuity built from regular monthly contributions.Annuity Payout CalculatorThe fixed monthly income a lump sum can pay out over a chosen period.Investment CalculatorEnd balance of an investment with a starting amount plus regular contributions.Mutual Fund CalculatorInvestment growth net of the fund's expense ratio.CD CalculatorMaturity value of a Certificate of Deposit at a fixed APY.Bond CalculatorPrice a bond as the present value of its coupons plus face value at a market yield.IRR CalculatorAnnualized internal rate of return between an initial and final value.ROI CalculatorReturn on investment as a percentage, with an annualized figure.Present Value CalculatorWhat a future sum is worth today, discounted at a given rate.Future Value CalculatorWhat a sum today grows to, with optional monthly contributions.Average Return CalculatorCompound annual growth rate (CAGR) of an investment over time.Payback Period CalculatorHow long an investment takes to repay its initial cost from annual cash flow.