Own / Scenario tool

Wealth Calculator

See how regular deposits, time, and an assumed return could compound toward a chosen milestone.

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Compound-growth calculator

Change the assumptions.

Interactive calculator
Modeled ending balance$561,314
Contributed
$250,000
Modeled growth
$311,314

This nominal-dollar illustration uses monthly compounding. It does not include fees, taxes, inflation, or changing returns and is not a forecast.

01

Inputs

You control every assumption

Adjust the starting balance, monthly contribution, time horizon, and annual return.

  • No hidden fees
  • No assumed tax treatment
  • No product recommendation
  • Does not adjust for inflation
02

Read the result

A scenario is not a promise

Market returns vary and sequence, taxes, fees, inflation, and behavior all change real outcomes.

  • Contributions
  • Modeled growth
  • Ending balance
  • Milestone timing

Before you act

Check what applies to you.

Check the date, cost, rules, and who qualifies. This information can help you prepare. For legal, medical, tax, or financial decisions, talk with a qualified professional who knows your situation.

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