SAVINGS & INVESTING

Compound Interest Calculator

Project a starting balance and monthly contributions using an assumed annual return.

Use assumptions carefully

An assumed return is not a guarantee. Investment values can rise or fall, fees and taxes can reduce results, and actual returns are uneven. Use several return assumptions to see a range rather than relying on one forecast.

Why recurring contributions matter

Consistent contributions can be more controllable than investment returns. Increasing the amount or investing for longer can materially change a projection.