Retirement & Investment Calculators
Estimate retirement savings, 401(k) growth, IRA tax tradeoffs, Social Security benefits, investment returns, and compound interest.
Use U.S.-focused tools for dividends, CDs, APY, inflation, present value, future value, and long-term wealth planning.
Calculations are estimates only and are not financial, investment, tax, or legal advice.
Retirement Planning
401(k) & IRA Calculators
401(k) Calculator
Estimate 401(k) growth, employee contributions, employer match, and investment gains.
Roth vs Traditional IRA Calculator
Compare Roth IRA and Traditional IRA after-tax value.
Roth vs Traditional 401(k) Calculator
Compare Roth 401(k) and Traditional 401(k) retirement value.
Investment Growth
Investment Return Calculator
Calculate gain, total return, and annualized investment return.
Compound Interest Calculator
Estimate future value, contributions, and interest earned.
Dividend Calculator
Estimate dividend income and portfolio growth with reinvestment.
Interest, CDs & APY
Inflation & Time Value of Money
Retirement & Investment Calculator Questions
What can I estimate with retirement and investment calculators?
You can estimate 401(k) growth, IRA tax tradeoffs, Social Security benefits, retirement savings, compound interest, dividends, CDs, APY, inflation, and present or future value.
Are these calculators designed for U.S. users?
Yes. They use U.S. dollars, U.S. retirement account terminology, U.S. Social Security concepts, and American financial planning language.
Do the calculators include taxes and investment fees?
Some calculators include simplified tax-rate inputs, but most do not model all federal, state, local, account, investment, or advisory fees.
Are the results guaranteed?
No. Results are hypothetical estimates based on the inputs and assumptions you choose.
Which calculator should I start with?
Start with the retirement savings calculator for a broad view, then use the 401(k), Social Security, inflation, and compound interest calculators for more detail.