Investment & Retirement Calculators

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ROI, IRR, SIP, retirement savings, withdrawal planning, asset growth and risk calculators. Analyze returns, compound growth and plan long‑term investing.

Most Popular Investment & Retirement Calculators

Our most popular investment & retirement calculators used by thousands daily

All Investment & Retirement Calculators

Complete collection of 41 investment & retirement tools

401(k) Calculator 2025: Project Balance & Match

Project your 401(k) balance with our free calculator. Includes employer match, fees, and 2025 contri...

Investment & Retirement

401k Contribution Calculator 2025: Maximize Savings

Calculate 2025 401k contributions, employer match, and catch-up limits. Compare Roth vs Traditional ...

Investment & Retirement

401(k) Growth Calculator: Free Retirement Savings Projection Tool

Project 401(k) growth with employer match and 2025 IRS limits. Use our interactive charts to visuali...

Investment & Retirement

401k Loan Calculator: Payments & Retirement Impact (2025)

Calculate 401k loan payments, interest, and retirement impact. Understand 2025 IRS rules, repayment ...

Investment & Retirement

401k Match Calculator: Calculate & Maximize Your Employer Match

Calculate your employer 401k match and free money. Optimize contributions and maximize retirement sa...

Investment & Retirement

401k Withdrawal Calculator: Taxes & Penalties (2025)

Free 401k withdrawal calculator estimates federal & state taxes, early withdrawal penalties (10%), a...

Investment & Retirement

Annuity Calculator: Present & Future Value Tool

Calculate annuity growth and payouts with our free calculator. Project future values for fixed, vari...

Investment & Retirement

Bond Price Calculator: Valuation & Pricing Tool

Calculate bond prices, present value, and yield to maturity instantly. Determine premium or discount...

Investment & Retirement

Crypto Profit Calculator: Calculate Profit & ROI (2025)

Free crypto profit calculator. Estimate trade profit, ROI, fees, taxes and break‑even price. Instant...

Investment & Retirement

Dividend Calculator: Yield & Income Estimator (2025)

Estimate stock dividend income and yield. Calculate annual income and projected growth with our 2025...

Investment & Retirement

Dividend Reinvestment Calculator: Model DRIP Compounding (2025)

Model DRIP compounding with dividend growth, taxes, and stock appreciation. See how automatic reinve...

Investment & Retirement

ETF Calculator: Free Investment Growth & Return Projection Tool

Calculate ETF returns with expense ratios, dividends, and compound growth. Free 2025 ETF investment ...

Investment & Retirement

Expense Ratio Calculator: See Fund Fees Impact on Returns (2025)

Calculate how mutual fund and ETF fees erode returns over time. Compare high-cost vs low-cost funds ...

Investment & Retirement

Future Value Calculator 2025 | Calculate Investment Growth

Calculate the future value of your investments with our free 2025 calculator. See how compound inter...

Investment & Retirement

Future Value of Annuity Calculator: 2025 Estimate

Calculate the future value of a series of equal payments. Compare ordinary annuity vs. annuity due t...

Investment & Retirement

Immediate Annuity Calculator: Lifetime Income 2025

Calculate monthly income from immediate annuities based on premium, age, and 2025 rates. Compare sin...

Investment & Retirement

Index Fund Calculator 2025 | Growth & Fees Estimator

Model index fund growth, track contributions, and see the true cost of expense ratios over 20-30 yea...

Investment & Retirement

Inherited IRA RMD Calculator: 10-Year Rule & 2025 Guide

Estimate Inherited IRA RMDs under 2025 SECURE Act rules. See annual distributions or 10-year rule de...

Investment & Retirement

Investment Calculator: Free Investment Growth & ROI Calculator

Free investment calculator with compound interest. Calculate returns, ROI, and growth projections wi...

Investment & Retirement

IRA Withdrawal Calculator 2025: plan withdrawals and taxes

Plan 2025 IRA withdrawals, estimate taxes and penalties, and see balance growth with our traditional...

Investment & Retirement

Mutual Fund Calculator: Estimate Returns & Fee Impact (2025)

Free mutual fund calculator to estimate SIP and lump sum returns. Visualize the impact of expense ra...

Investment & Retirement

Options Profit Calculator: Visualize Profit, Loss & Breakeven

Free options profit calculator. Instantly graph your profit/loss for Calls and Puts. See your maximu...

Investment & Retirement

Present Value Calculator (PV)

Calculate the present value of future cash flows, annuities, or lump sums. Understand the time value...

Investment & Retirement

Present Value of Annuity Calculator (2025) | Free & Accurate

Calculate the present value of an annuity with our free 2025 calculator. Compare ordinary annuities ...

Investment & Retirement

Rate of Return Calculator (2025)

Calculate your investment's CAGR with our free rate of return calculator. Analyze stocks, mutual fun...

Investment & Retirement

Retirement Age Calculator 2025: Find Your Optimal Retirement Age

Estimate when you can retire with our 2025 calculator. Adjust savings, returns, and lifestyle to see...

Investment & Retirement

retirement calculator: plan savings, income, age — Free

Use our retirement calculator to plan retirement savings, income, and age. Adjust inputs to project ...

Investment & Retirement

Retirement Income Calculator: Plan Withdrawals (2025)

Estimate your retirement income and safe withdrawal rates. Balance longevity, returns, and inflation...

Investment & Retirement

Retirement Savings Calculator: 401(k) & IRA (2025)

Free retirement savings calculator with 401(k), IRA, and employer matching. Project your nest egg wi...

Investment & Retirement

Retirement Withdrawal Calculator: Plan Sustainable Income (2025)

Free retirement withdrawal calculator with 4% rule, bucket strategy, and RMD analysis. Plan sustaina...

Investment & Retirement

RMD Calculator 2025: Required Minimum Distribution Calculator

Calculate your 2025 Required Minimum Distributions (RMDs) instantly. Accurate estimates based on IRS...

Investment & Retirement

Roth 401k Calculator: Tax-Free Growth & Match (2025)

Project your tax-free retirement growth with our free Roth 401(k) calculator. Includes 2025 limits, ...

Investment & Retirement

Roth Conversion Calculator: Tax-Free Roth IRA Strategy | 2025

Analyze IRA conversion taxes and break-even points. Calculate Roth conversion benefits and retiremen...

Investment & Retirement

Roth IRA Calculator 2025: plan Roth IRA contributions and growth

Calculate tax-free growth with our 2025 Roth IRA calculator. Compare Roth vs. taxable accounts and p...

Investment & Retirement

SCHD Dividend Calculator: Income & Yield Projector

Project dividend income, yield, and growth from Schwab US Dividend Equity ETF. Calculate quarterly p...

Investment & Retirement

SEP IRA Calculator 2025: Maximize SEP IRA contribution limits

Calculate 2025 SEP IRA contributions for employees and self-employed. Model the 20% vs 25% rule and ...

Investment & Retirement

SIMPLE IRA Calculator 2025: contributions, limits, employer match

Estimate 2025 SIMPLE IRA contributions, including catch-up and employer match. Calculate total annua...

Investment & Retirement

Stock Average Calculator 2025: Calculate Weighted Cost Basis

Calculate your true weighted average share price across multiple trades. Track cost basis, unrealize...

Investment & Retirement

Stock Profit Calculator: Profit, ROI & Break-Even (2025)

Calculate stock profit, ROI, and break-even price instantly. Factors in buy/sell commissions, fees, ...

Investment & Retirement

Time Value of Money Calculator: Solve PV, FV, PMT, Rate & N

Free Time Value of Money (TVM) Calculator: Solve for PV, FV, Payment, Rate, or Periods. Includes dyn...

Investment & Retirement

Traditional IRA Calculator 2025 | Deductions & Growth

Free Traditional IRA calculator: calculate 2025 contribution limits ($7,000/$8,000), tax deductions,...

Investment & Retirement

Expert Tools

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Why Choose Our Investment & Retirement Calculators?

Our investment & retirement calculator collection offers 41 specialized tools designed for accuracy and ease of use. Each calculator is built using established financial formulas and methodologies from trusted finance sources.

Key Benefits

  • CPA & CFP verified formulas with IRS/Federal Reserve data
  • Instant results with detailed explanations and recommendations
  • 100% private - all calculations done locally in your browser
  • No registration or personal data required

Popular Uses

  • 401k Withdrawal Calculator: Taxes & Penalties (2025) - Accurate tax calculations with 2025 federal brackets
  • Immediate Annuity Calculator: Lifetime Income 2025 - Real-time annuity payment calculations based on 2025 rates
  • Annuity Calculator: Present & Future Value Tool - Calculate both present value and future value of annuities
  • Index Fund Calculator 2025 | Growth & Fees Estimator - Models real index fund growth with expense ratios

Whether you’re a homeowner, borrower, saver, investor, or business owner, our investment & retirement calculators provide accurate, reliable tools you can use to make informed finance decisions.

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