Investment calculator (taxable account)

Adjust your assumptions: the results update instantly. All calculations run in your browser: the amounts you enter are never sent anywhere.

Contributions

Initial investment

USD

Regular contribution

USD

Frequency

Years invested

years

Return

Type of investment

Teaching assumption, editable: this is not market data.

Price return

% / year

Dividend yield

% / year

Qualified dividends

Dividends

Fees

Fund expense ratio

% / year

Account / advisory fee

% / year

Purchase fee

Fixed fee

USD

Per contribution.

Sale fee

Your tax situation

Filing status

Other income

USD

Wages and other ordinary income this year, before the standard deduction.

State income tax

Your own assumption, applied as a flat rate to dividends and gains.

Inflation

% / year

Teaching assumption.

Calculating…