Investment Calculators

  • Future Value
    Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
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    Investment Goal
    Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
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    Annual Rate of Return
    Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
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    Asset Allocation
    Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
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    Investment Returns
    There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
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    Investment Savings and Distributions
    Use this calculator to see how long your investment savings can last once you begin taking distributions.
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