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Investment Calculators

Taxable vs. Tax-Deferred Savings

When it comes to investing, tax deferral can be a powerful tool. Use this calculator to help compare the potential future value of an investment being subject to income tax each year with deferring the tax until funds are withdrawn.

Contributing to an IRA

Many factors can affect your eligibility and annual contribution amounts to an Individual Retirement Account (IRA). Use this calculator to help determine whether you are eligible to contribute to a Traditional or a Roth IRA and at what maximum contribution amounts.

What is my Risk Tolerance?

On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity may be used to help assess your asset allocation. The following questionnaire may help determine your risk tolerance.

Impact of Taxes & Inflation

Taxes and inflation may have an effect on an investment. Use this calculator to better understand the potential impact of taxes and inflation can have on the purchasing power of your investment.

Compound Interest

Compound interest can have a dramatic effect on the growth of an investment. Use this calculator to illustrate the potential impact of compound interest on the future value of an asset.

Saving for College

​College costs have risen steadily over the past several years, which is why some should consider starting to save early. Whether you plan on paying all the costs or just a fraction, this calculator can help you better assess the overall price tag of higher education.

​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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Your Money Narrative © 2023 by Amy R Cook is licensed under CC BY-NC-ND 4.0 

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This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

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