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Investing Calculators

Plan investments and net worth with future-value and growth math.

Investing calculators reveal the true long-term power of your money. Project how regular contributions grow with compound returns, see what investment fees quietly cost you over time, understand the Rule of 72 for doubling money, and estimate the tax impact of realized capital gains. Use them to plan contributions, compare strategies and keep more of what you earn.

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How these calculators work

Investing calculators reveal the true long-term power of your money. Project how regular contributions grow with compound returns, see what investment fees quietly cost you over time, understand the Rule of 72 for doubling money, and estimate the tax impact of realized capital gains. Use them to plan contributions, compare strategies and keep more of what you earn. Every calculator in this category publishes its formula, worked example and assumptions so you can verify the math yourself.

Frequently asked questions

What is the Rule of 72?

Divide 72 by your annual return rate to estimate how many years it takes to double your money. At 8%, money doubles in about 9 years; at 4%, about 18 years.

How much do investment fees cost over time?

Even a 1% fee can consume a large share of your lifetime returns. The Fee Impact Calculator compares the same portfolio with different expense ratios to show the real cost in dollars.

How is capital gains tax calculated?

You owe tax on the profit when you sell an asset, at long-term rates (held over one year) or short-term rates (your income bracket). The Capital Gains Tax Calculator estimates what you'll owe on a sale.