Investment Calculator

Owning a time machine isn't the only way to predict what your investments could be worth in the future. Our investment calculator can give you an idea of your earning potential. Plug in your numbers to get started.

Enter Your Information

Enter Your Information

If you were born in 1960 or later, you can retire at age 67 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%.

Your Results

Enter your information to see your investment projection
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A SmartVestor Pro Can Help You:

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Make an investing plan that's right for your goals and risk tolerance

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Get clear on your options and coach you through decisions

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Help you stay focused on your long-term goals