NerdWallet's Investing and Retirement Calculators

Use our free investment return calculator to estimate how your money can grow. Enter your planned contributions, timeline, rate of return and compounding frequency to get started.

Calculate your profit or loss from a stock purchase, plus your return on investment.

Our dividend calculator can estimate your long-term returns on a dividend stock, assuming dividends are reinvested.

Mutual fund fees can eat away at your returns. Make sure you know how much you're paying in fees with our mutual fund calculator, which also calculates fund investment growth.

Are you on track to save enough for retirement? Use our calculator to check your progress, see how much retirement income you'll have and estimate how much more you should save.

Use our free Roth IRA calculator to see how much you can contribute this year and get an estimate of your potential retirement balance.

Determine your balance at retirement with this free 401(k) calculator. Input your monthly contributions and employer match information to see how your money could grow over time.

401(k) withdrawals are an option in certain circumstances. But what long-term gains are you giving up for cash on hand now?

Estimate the value of your restricted stock units (RSUs).

Combine the value of your base pay and job benefits to estimate total compensation.

This ESPP tax calculator estimates taxes on a completed stock sale or compares what you may owe in common scenarios.

Net worth is assets (what you own) minus liabilities (what you owe). Our free calculator can measure your net worth.

Use our capital gains tax calculator to estimate your potential bill on investments sold for a profit in 2026.

Lottery winnings are subject to federal and sometimes state taxes. If you win big, plan for the taxes ahead of time.

Our gift tax calculator estimates how much of your annual and lifetime exclusions will be used up by your gift, and whether you'll have to pay any taxes on it.