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Growth & Returns

Project the future value of a lump sum plus optional periodic deposits at a chosen compounding frequency.

Find how much you need to invest today to reach a future target amount.

Find the annualized rate of return an investment earned between its starting and ending value.

Find the annual internal rate of return on an investment with an up-front cost and recurring cash flows.

See the gain you need and how long it will take to recover an investment back to its original value.

Stocks, Bonds & Funds

Estimate what a bond is worth today based on its coupon, the current market rate, and time to maturity.

Estimate the future value and gain of employee stock options at a projected share price.

See how much fund expense ratios and fees cost you over time by reducing your compounded return.

Get a suggested mix of stocks, bonds and cash based on your risk tolerance and time horizon.

Compare the after-tax growth of a taxable account against a tax-deferred account over time.

Convert a tax-free municipal bond yield into the taxable yield it equals for your tax bracket.

See the after-tax and taxable-equivalent yield of a REIT distribution after the 20% pass-through (QBI) deduction.

Estimate the deferred gain, recognized (taxable) gain, and tax saved in a 1031 like-kind property exchange.

Compare the after-tax growth of a taxable, a tax-deferred, and a tax-free (Roth) account side by side.

Find your 45-day identification and 180-day completion deadlines for a 1031 like-kind exchange.