My Account

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


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

Other Resources

How to Build Your Own Investment Portfolio
Investment Basics
Explore Investment Account Types

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.