How to use this investments & savings hub
This hub brings together the investments tools currently available for US visitors. Start with the calculator closest to your question, enter figures that reflect your own situation, and compare more than one scenario when the decision is important.
The tools show the maths implied by the inputs. They do not replace provider quotes, professional advice, or country-specific rules that are not shown in the calculator. Review the assumptions beside each result before using it to make a decision.
More tools in this category
Use these supporting calculators when you need a more specific comparison or a second opinion on the same decision.
Compound Interest Calculator
Calculate how compound interest grows savings or increases debt over time. Enter principal, rate, compounding frequency and term to project your final balance.
Investment Return Calculator
Calculate simple investment profit, total return, and annualised return from a starting value, ending value, and holding period.
Savings Growth Calculator
Calculate how your savings grow over time with regular contributions and compound interest. Project your future balance to plan for any savings goal.
Retirement Savings Calculator
Calculate how much you will have at retirement based on your savings and contributions.
Dividend Yield Calculator
Calculate the dividend yield of a stock by dividing the annual dividend by the share price. Assess income potential before investing in dividend-paying shares.
Future Value Calculator
Calculate the future value of an investment or savings plan with compound interest. Enter the principal, rate, compounding frequency and time to project growth.
Present Value Calculator
Calculate the present value of a future cash flow discounted at a given interest rate. Understand what a future sum or annuity stream is worth in today's money.
Annuity Calculator
Calculate annuity payments, present value and future value for fixed income streams. Estimate how much regular income your pension or investment will generate.
Savings Calculator
Calculate how your savings will grow with regular deposits and compound interest. Enter your balance, monthly contribution and rate to project future savings.
Index Fund Calculator
Project index fund investment growth with lump sum and regular contributions. See long-term compound returns.
401(k) Calculator
Calculate how much your 401(k) will grow by retirement. Enter your contribution, employer match, and expected return to project your nest egg and monthly retirement income.
Roth IRA Calculator
Calculate how your Roth IRA will grow by retirement. See projected tax-free balance, total contributions, and the equivalent pre-tax value vs a Traditional IRA.
Net Worth Calculator
Calculate your net worth by entering assets and liabilities. See your total wealth, liquid assets, and debt-to-asset ratio to track your financial health.
FIRE Calculator
Calculate your FIRE number and years until early retirement. Enter expenses, savings rate, and investment return to find your path to financial independence.
529 College Savings Calculator
Calculate how much your 529 plan will grow. Enter contributions, investment return, and cost inflation to see your projected savings balance and funding gap.
HSA Calculator (Health Savings Account)
Calculate your HSA tax savings and projected balance. See how the triple tax advantage saves you each year and how your balance grows with investment returns.
Social Security Benefit Estimator
Estimate your monthly Social Security retirement benefit based on your average earnings and planned retirement age. Includes early and delayed retirement adjustments.