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Investment & Retirement

Compound interest, required minimum distributions, Roth conversions, 401(k) planning โ€” maximize every dollar you invest.

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Compound Interest Calculator

See how your money grows over time. This calculator shows the power of compound interest with monthly contributions, different compounding frequencies, and inflation adjustment.

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Required Minimum Distribution Calculator

Turning 73? The IRS requires you to start withdrawing from retirement accounts. This calculator shows your exact RMD amount โ€” and the penalties for getting it wrong.

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Roth Conversion Calculator

Should you convert your traditional IRA to a Roth? This calculator shows the tax cost of converting โ€” and whether the long-term tax-free growth makes it worth it.

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401(k) Calculator

How much will your 401(k) be worth at retirement? This calculator shows growth with employer matching, contribution limits, and the real impact of starting early vs. late.

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Investment Return Calculator

How much will your investments grow? This calculator shows compound growth with monthly contributions, comparing different return rates and time horizons.

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Stock Portfolio Return Calculator

How is your stock portfolio performing? This calculator factors in contributions, dividends, capital gains, and taxes to show your real after-tax return.

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ETF Fee Calculator

How much do ETF fees actually cost you over time? This calculator shows the drag of expense ratios and trading fees on your long-term returns โ€” even small differences add up.

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Retirement Savings Gap Calculator

Are you on track for retirement? This calculator shows the gap between what you'll have and what you need โ€” and exactly how much extra to save each month to close it.

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Inflation Adjusted Calculator

What will your money be worth in the future? This calculator shows the impact of inflation on savings, investments, and income โ€” so you can plan for real purchasing power.

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Emergency Fund Calculator

How much should you have in your emergency fund? This calculator shows your ideal target based on expenses, income stability, and risk tolerance โ€” plus how long to build it.

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Why Use Investment & Retirement?

Compound interest, required minimum distributions, Roth conversions, 401(k) planning โ€” maximize every dollar you invest. Every calculator is free, runs in your browser, and stores no data. Get instant, actionable results with detailed breakdowns and explanations.

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