Investment Calculator

Put your current investment totals, your contributions and your annual rate of return into the investment calculator, and we'll show you how much you can expect to have in your investment portfolio over time.

Enter Your Information

If you were born in 1960 or later, 67 years old is the age at which you can retire with full benefits.

$

This should be the total of all your investment accounts including 401(k)s, IRAs, mutual funds, etc.

$

This is the amount you invest each month. We recommend investing 15% of your paycheck.

%

This is the return your investment will generate over time. Historically, the 30-year return of the S&P 500 has been roughly 10-12%.1

Your Results

Estimated Retirement Savings

In 0 years, your investment could be worth:

$0

Want to make a plan to meet your investment goals?
Are you saving enough to retire the way you want?
Is money stress stopping you from investing more?
  • Initial Balance

    $ 0

    0% of Total

  • Contributions

    $ 0

    0% of Total

  • Growth

    $ 0

    0% of Total

What if I...

  • Saved an extra $100 per month.

    Adds $100 a month in contributions, but creates

    $0

    in additional growth

  • Gave up daily coffee purchases.

    Adds $128 a month in contributions, but creates

    $0

    in additional growth

  • Gave up weekly restaurant visits.

    Adds $200 a month in contributions, but creates

    $0

    in additional growth

Now build a plan to reach $0

Now that you've calculated your estimated retirement savings, your next step is to use a Smartvestor Pro to build your custom retirement plan.

Find a Pro Now
SmartVestor is an easy, free way to find investing professionals.

Retirement and Investment Guidance

  • Custom retirement and investment plans

  • Real-life, helpful people you can call

  • Hundreds of investment options

  • Zero hard-sell pitches

What is an investment calculator for? 

An investment calculator is a simple way to estimate how your money will grow if you keep investing at the rate you’re going right now. 

But remember—an investment calculator doesn’t replace professional advice! If you need help with your investments, we recommend working with an expert who’ll help you understand what you’re investing in. If that’s your next step, we can help you connect with a pro near you.

How much money am I really going to need?

The real question is—what do you really want to do? Do you want to travel the world? Spend more time with your family? Get that beach or mountain house you always dreamed about? C’mon, don’t limit yourself!

Got your vision? Figure out how much you’ll need to make it a reality.