Investments

Asset Allocation Calculator

Asset Allocation Calculator Optimize your investment portfolio by determining the ideal asset allocation based on your risk tolerance and financial goals. Total Investment Amount ($) Risk Tolerance ConservativeModerateBalancedGrowthAggressive Investment Horizon (years) Rebalance Frequency NeverYearlyEvery 6 MonthsQuarterly Calculate Allocation Reset Recommended Allocation Enter your details and click “Calculate Allocation” to see your recommended portfolio. Projected Growth […]

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Annuity Value Calculator (Present/Future)

Annuity Value Calculator Present Value Future Value Regular Payment Amount ($): Interest Rate (% per period): Number of Periods: Annuity Type: Ordinary Annuity (end of period)Annuity Due (beginning of period) Calculate Present Value Present Value: $0.00 Regular Payment Amount ($): Interest Rate (% per period): Number of Periods: Annuity Type: Ordinary Annuity (end of period)Annuity

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Annuity Payout Calculator

Annuity Payout Calculator Estimate your potential annuity payments based on your investment. Initial Investment ($): Your Current Age: Payout Start Age: Annuity Type: Immediate AnnuityDeferred AnnuityFixed AnnuityVariable AnnuityIndexed Annuity Payout Period: Lifetime10 Years20 Years30 YearsJoint Lifetime Annual Interest Rate (%): Expected Inflation Rate (%): Calculate Payout Reset Estimated Results Monthly Payout: $0 Annual Payout: $0

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Accrued Interest Calculator

Accrued Interest Calculator Principal Amount ($): Annual Interest Rate (%): Days Accrued: Days in Year Convention: Actual/365 (365 days)30/360 (360 days) Compounding Frequency: Simple InterestDailyMonthlyQuarterlySemiannuallyAnnually Calculate Accrued Interest Reset Accrued Interest $0.00 Total Value $0.00 Calculation Details Fill in the parameters and click “Calculate” to see results.

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529 College Savings Plan Calculator

529 College Savings Plan Calculator Estimate how much you need to save for college and how your 529 plan contributions can grow over time. Child’s Current Age: years College Start Age: years Current 529 Plan Balance: $ Annual Contribution: $ Annual Contribution Increase: % Expected Annual Return: % Current Annual College Cost: $ Years in

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401(k) Calculator

401(k) Retirement Calculator Current Age: Desired Retirement Age: Current 401(k) Balance ($): Current Annual Salary ($): Your Contribution (% of Salary): Enter as a percentage (e.g., 6 for 6%). Employer Match (%): The percentage your employer matches (e.g., 50 for 50%). Match Up To (% of Your Contribution): Employer matches up to this % of

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SWP Calculator with Inflation Adjustment

Initial Investment (₹) Monthly Withdrawal Amount (₹) Expected Annual Return (%) Expected Inflation Rate (%) Investment Period (Years) Calculate SWP Reset SWP Calculation Results Initial Investment: ₹0 Total Withdrawals: ₹0 Final Corpus: ₹0 Months Fund Will Last: 0 Year Start Balance (₹) Annual Withdrawal (₹) Interest Earned (₹) End Balance (₹) What is a Systematic

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Lumpsum Calculator With Inflation Adjustment

Initial Investment (₹) Expected Annual Return Rate (%) Expected Inflation Rate (%) Investment Period (Years) Adjust for Inflation When checked, shows returns in today’s purchasing power Calculate Investment Summary Initial Investment ₹1,00,000 Final Amount (Nominal) ₹3,10,585 Final Amount (Inflation Adjusted) ₹1,73,508 Estimated Real Return Rate 5.66% Yearly Breakdown Year Start Amount Interest End Amount Inflation

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