What will my investments grow to, after fees and inflation?

Asset Allocation by Age and Risk

See what the common age rules, a target-date fund and 98 years of US returns say for your age and the biggest yearly loss you could sit through.

Investment Fee Calculator

See what a yearly fund or advisor fee takes from your balance over time, in today’s dollars, compared with a low-cost fund.

Real Return Calculator

Turn any return into what it is worth after inflation and fees, and see what your balance buys in today’s dollars.

Rebalancing Calculator

Enter what you hold and the mix you want, with or without new money, and see the trades that bring you back, and how far off you are today.

RSU Tax Calculator

See the federal tax a vest really adds on top of your pay, what your employer withholds, and the gap you may owe at filing.

Stock Option Calculator

See the 2026 federal and payroll tax on exercising NSOs or ISOs, the alternative minimum tax on ISOs you keep, and how many ISOs you can exercise before AMT starts.

Asset Location Calculator

Given the same stock and bond mix overall, see where each should sit across your taxable, pre-tax and Roth accounts to keep the most after tax, and what the right placement is worth compared with holding the same mix everywhere.

ESPP Calculator

Enter your plan’s prices and discount to see how many shares you buy, how a sale is taxed as wages and as a gain, and the price above which holding beats selling on the purchase date.

IRR Calculator

Find the yearly return that ties together what you put in, when you put it in and what you got back, and the net present value at the return you require, for a rental, a business or an account you keep adding to.

Lump Sum vs Dollar-Cost Averaging Calculator

Test investing a pile of cash all at once against putting it in a little each month, on every start month since 1926, and see how often each came out ahead and how bad the worst starts were.