General Investing Calculators
When you're investing, it's important to think about your plans and possible risks. Does a potential investment align with your financial goals and time horizon? Or can it help overcome broader economic conditions? See how an investment might grow, how consistent investing may help and the potential impact of inflation with our investment calculators.
General Investing Calculators
Future Value
Estimate the future value of an investment based on periodic investments, hypothetical rates of return and investing time frame with this calculator.
Approximate Time: 5 Minutes
Compound Savings
Gain a better understanding of how consistent investments over a number of years can increase savings.
Approximate Time: 5 Minutes
Inflation
See how inflation can affect hypothetical returns to help you determine if your rate of investing is adequate.
Approximate Time: 5 Minutes
Savings Goal
What will it take to reach your financial goal? This calculator helps you find out.
Approximate Time: 5 Minutes
Compounding and Your Return
See how the frequency of compounding can affect your savings.
Approximate Time: 3 Minutes
Tax Calculators
Consider the impact of taxes on your investments.
Investment Returns
Use this calculator to explore how changes in your initial investment, rate of return, taxes, inflation and time horizon can affect your investment goals.
Approximate Time: 5 Minutes
Municipal Bond Tax Equivalent Yield
Use this calculator to determine the taxable-equivalent yield of bonds with different tax treatments, based on your federal and state income tax assumptions.
Approximate Time: 5 Minutes
College Calculators
Review how much money you will need to save for college and compare college savings options.
College Savings Calculator
See the projected cost of college at the time your child may attend, the amount needed to cover the cost and the suggested amount you could invest each year to cover that cost.
Approximate Time: 5 Minutes
Financial Aid Calculator
Use this calculator from the Learning Quest® 529 Plan Education Savings Program to gain important financial aid insight, such as the amount of financial aid you may be eligible to receive.
Approximate Time: 5 Minutes
Learn more about the Learning Quest® 529 Plan Education Savings Program.
Other Resources
Diversification does not assure a profit nor does it protect against loss of principal.
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.