Investment Calculators
SIP, mutual fund, compound interest and ROI calculators.
41 free investment calculators — no signup, mobile-friendly, formulas verified by our editorial team.
Featured investment calculators
401(k) Calculator
401(k) balance at retirement with employer match.
529 College Savings Calculator
Project a 529 plan balance and estimated state income-tax savings.
Dividend Reinvestment (DRIP) Calculator
Compound share count and dividends over decades of DRIP investing.
Mega Backdoor Roth Calculator
After-tax 401(k) headroom up to the $70k §415(c) cap.
Retirement Calculator
Plan how much you need to save for retirement.
Retirement Withdrawal Calculator
Stress-test your withdrawal plan against sequence-of-returns risk.
All investment calculators
401(k) Calculator
401(k) balance at retirement with employer match.
529 College Savings Calculator
Project a 529 plan balance and estimated state income-tax savings.
Dividend Reinvestment (DRIP) Calculator
Compound share count and dividends over decades of DRIP investing.
Mega Backdoor Roth Calculator
After-tax 401(k) headroom up to the $70k §415(c) cap.
Retirement Calculator
Plan how much you need to save for retirement.
Retirement Withdrawal Calculator
Stress-test your withdrawal plan against sequence-of-returns risk.
Roth Conversion Calculator
Federal tax owed to convert a Traditional IRA to a Roth IRA.
Roth IRA Calculator
Tax-free retirement growth from Roth IRA contributions.
Roth vs Traditional IRA Calculator
Compare after-tax retirement value of Roth and Traditional IRA at the same contribution.
Safe Withdrawal Rate Calculator
Solve the Bengen-style SWR that funds your horizon at a chosen real return.
Series I Savings Bond Calculator
Composite rate, growth and early-redemption penalty on Series I Savings Bonds.
Social Security Break-Even Calculator
Break-even age for claiming early (62) vs delaying to Full Retirement Age or 70.
Solo 401(k) Calculator
Employee + employer contribution limits for self-employed retirement (2025).
401(k) Rollover Calculator
Extra money kept by rolling an old 401(k) to a low-cost IRA.
Annuity Payout Calculator
Monthly income from a fixed period-certain or lifetime annuity.
Backdoor Roth IRA Calculator
Nondeductible IRA to Roth conversion with pro-rata rule check.
Bond Duration Calculator
Macaulay and Modified duration plus DV01 interest-rate sensitivity.
Bond Yield to Maturity (YTM) Calculator
Solve YTM from price, coupon and maturity via bisection — with current yield.
CAGR Calculator
Calculate the Compound Annual Growth Rate between a beginning and ending value.
HSA Contribution Calculator
2025 HSA limits, catch-up, employer contribution and federal tax savings.
Lumpsum Calculator
Project the future value of a one-time lump-sum investment using compound growth.
Municipal Bond Yield Calculator
Compare a muni bond to a taxable bond on after-tax basis with in-state/out-of-state and NIIT.
Pension Lump Sum vs Annuity Calculator
Compare a lump-sum pension buyout to lifetime monthly annuity payments.
Pension Payout Calculator
Defined-benefit pension using final salary × years × multiplier.
Portfolio Rebalancing Calculator
Buy/sell amounts per asset sleeve to restore target allocation with drift bands.
Required Retirement Income Calculator
Nest egg needed to replace target percentage of pre-retirement income.
RMD by Year Calculator
Multi-year Required Minimum Distribution schedule using the IRS Uniform Lifetime Table.
RMD Calculator
IRS Required Minimum Distribution from IRAs and 401(k)s at age 73+.
ROI Calculator
Calculate return on investment as a percentage.
Roth Conversion Break-Even Calculator
Years to recoup the tax cost of a Traditional-to-Roth IRA conversion.
SEP-IRA Contribution Calculator
Maximum SEP-IRA contribution for the self-employed (2025 limits).
Sequence of Returns Risk Calculator
Compare bad-returns-first vs good-returns-first retirement scenarios at the same average return.
SIMPLE IRA Calculator
Employee + employer SIMPLE IRA contributions with 3% match or 2% non-elective.
SIP Calculator
Estimate the future value of monthly SIP investments.
Social Security Benefits Calculator
Estimated monthly Social Security benefit at your chosen claim age.
SWP Calculator
Simulate a Systematic Withdrawal Plan month-by-month and see the remaining corpus over time.
Tax-Equivalent Yield Calculator
Convert a tax-free yield into its taxable equivalent using federal, state, and NIIT rates.
Traditional IRA Calculator
Future balance and tax deduction from Traditional IRA contributions.
Treasury Bill Calculator
Discount purchase price, interest earned, and bond-equivalent yield on 4–52 week T-Bills.
Treasury Bond Calculator
Semiannual-coupon Treasury Bond and Note pricing at any market YTM.
XIRR Calculator
Compute the annualised return on irregular cash flows — the same XIRR used by Excel and Google Sheets.
Popular in investment
401(k) Rollover Calculator
Extra money kept by rolling an old 401(k) to a low-cost IRA.
Annuity Payout Calculator
Monthly income from a fixed period-certain or lifetime annuity.
Backdoor Roth IRA Calculator
Nondeductible IRA to Roth conversion with pro-rata rule check.
Bond Duration Calculator
Macaulay and Modified duration plus DV01 interest-rate sensitivity.
Bond Yield to Maturity (YTM) Calculator
Solve YTM from price, coupon and maturity via bisection — with current yield.
CAGR Calculator
Calculate the Compound Annual Growth Rate between a beginning and ending value.
Recently added
Municipal Bond Yield Calculator
Compare a muni bond to a taxable bond on after-tax basis with in-state/out-of-state and NIIT.
Tax-Equivalent Yield Calculator
Convert a tax-free yield into its taxable equivalent using federal, state, and NIIT rates.
529 College Savings Calculator
Project a 529 plan balance and estimated state income-tax savings.
RMD by Year Calculator
Multi-year Required Minimum Distribution schedule using the IRS Uniform Lifetime Table.
Roth Conversion Break-Even Calculator
Years to recoup the tax cost of a Traditional-to-Roth IRA conversion.
Roth vs Traditional IRA Calculator
Compare after-tax retirement value of Roth and Traditional IRA at the same contribution.