Financial Calculators
60 free, accurate tools to run the numbers on your financial goals — from compound interest and retirement planning to taxes, loans, insurance, and real estate.
Compound Interest Calculator
Calculate how your investments grow over time with the power of compound interest and regular contributions.
Open calculator →Retirement Savings Calculator
Estimate how much you need for retirement and whether your current savings plan is on track.
Open calculator →Capital Gains Tax Calculator
Calculate your short-term and long-term capital gains tax liability based on your income.
Open calculator →Monthly Budget Calculator
Track your monthly income and expenses to build a budget that works.
Open calculator →Mortgage Affordability Calculator
Determine how much home you can afford based on income, down payment, and debts.
Open calculator →Investment Return Calculator
Calculate the total return and annualized ROI on any investment.
Open calculator →Loan Payment Calculator
Calculate monthly loan payments and total interest for any loan.
Open calculator →401(k) Calculator
Estimate your 401(k) growth and projected retirement income.
Open calculator →Net Worth Calculator
Calculate your total net worth by subtracting liabilities from assets.
Open calculator →Emergency Fund Calculator
Determine how much you should keep in an emergency fund.
Open calculator →Stock Return Calculator
Calculate total return on a stock including price appreciation and dividends.
Open calculator →Bond Yield Calculator
Calculate a bond's current yield and approximate yield to maturity.
Open calculator →ETF Expense Ratio Calculator
Compare how ETF expense ratios erode long-term investment returns.
Open calculator →Mutual Fund Calculator
Project the future value of a mutual fund with regular contributions.
Open calculator →Dividend Reinvestment (DRIP) Calculator
Compare dividend reinvestment (DRIP) versus taking dividends as cash.
Open calculator →Portfolio Rebalancing Calculator
Calculate how your allocation drifts and what to buy or sell to rebalance.
Open calculator →Asset Allocation Calculator
Find a stocks/bonds/cash split based on your age and risk profile.
Open calculator →Risk Tolerance Calculator
Assess your investment risk tolerance with a quick four-question quiz.
Open calculator →Investment Fee Calculator
See how advisory and fund fees erode your investment returns over time.
Open calculator →Capital Gains Tax Estimator
Estimate federal capital gains tax using progressive 2026 brackets.
Open calculator →Debt Payoff Calculator
Calculate how long it takes to pay off a debt and the total interest cost.
Open calculator →Credit Card Payoff Calculator
Calculate how long it takes to pay off a credit card and the total interest.
Open calculator →Student Loan Calculator
Estimate monthly student loan payments and total interest over the term.
Open calculator →Personal Loan Calculator
Estimate the monthly payment and total interest on a personal loan.
Open calculator →Auto Loan Calculator
Estimate your monthly car payment including down payment and trade-in.
Open calculator →HELOC Calculator
Estimate your HELOC limit and the monthly interest-only payment.
Open calculator →Debt Consolidation Calculator
Compare your current debt payoff against a lower-rate consolidation loan.
Open calculator →Credit Utilization Calculator
Calculate your credit utilization ratio and its impact on your credit score.
Open calculator →Interest-Only Loan Calculator
Calculate the monthly interest-only payment and the balloon principal due.
Open calculator →Balloon Loan Calculator
Calculate the monthly payment and balloon payment due at the end of the term.
Open calculator →Roth IRA Calculator
Project your Roth IRA balance with tax-free growth and withdrawals.
Open calculator →Traditional IRA Calculator
Project your Traditional IRA balance and upfront tax deduction.
Open calculator →SEP IRA Calculator
Estimate your SEP IRA contribution limit and tax-deferred growth.
Open calculator →403(b) Calculator
Project your 403(b) balance including employer contributions.
Open calculator →TSP Calculator
Project your TSP balance including the federal agency match.
Open calculator →Annuity Calculator
Calculate the periodic payout of a fixed annuity over time.
Open calculator →Pension Calculator
Estimate your defined-benefit pension income.
Open calculator →Social Security Benefits Calculator
Estimate your monthly Social Security benefit.
Open calculator →Savings Goal Calculator
Find out how long it takes to reach any savings goal.
Open calculator →Auto-Savings Calculator
See how automating a percentage of every paycheck grows over time.
Open calculator →Income Tax Calculator
Estimate your 2026 federal income tax with progressive brackets.
Open calculator →State Tax Calculator
Estimate your state income tax using representative rates.
Open calculator →Property Tax Calculator
Estimate annual and monthly property taxes on a home.
Open calculator →Estate Tax Calculator
Estimate federal estate tax on an estate above the exemption.
Open calculator →Gift Tax Calculator
Estimate the gift tax on a transfer above the annual exclusion.
Open calculator →Rental Yield Calculator
Calculate gross and net rental yield for a property.
Open calculator →Cash-on-Cash Return Calculator
Calculate the cash-on-cash return on a rental property.
Open calculator →Property Appreciation Calculator
Project a property's value growth over time.
Open calculator →Cap Rate Calculator
Calculate the capitalization rate for a property.
Open calculator →PMI Calculator
Estimate private mortgage insurance (PMI) cost.
Open calculator →Life Insurance Calculator
Estimate how much life insurance coverage your family needs.
Open calculator →Home Insurance Calculator
Estimate homeowners insurance premiums and coverage.
Open calculator →Auto Insurance Calculator
Estimate auto insurance premiums by driver profile and coverage.
Open calculator →Health Insurance Calculator
Estimate ACA marketplace premiums and subsidies.
Open calculator →Disability Insurance Calculator
Estimate long-term disability benefits and premiums.
Open calculator →Business Valuation Calculator
Estimate a business's value using earnings multiples and assets.
Open calculator →Break-Even Calculator
Find the sales volume where revenue equals total costs.
Open calculator →ROI Calculator
Calculate total and annualized return on investment.
Open calculator →Profit Margin Calculator
Calculate gross and net profit margins.
Open calculator →Cash Flow Calculator
Calculate operating, investing, and financing cash flow.
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