Investment Returns Calculator

Determine your bottom line after inflation, taxes and time horizon.

What This Number Means

Your bottom-line return is only one part of the decision. Before you commit funds, consider:

  • Your bottom-line return after inflation and taxes

  • How much of your stated return actually reaches your pocket

  • Whether your time horizon changes the real outcome

  • How inflation erodes purchasing power over time

  • Whether adjusting your account type could improve after-tax returns

How to Use This Calculator

1

Enter your investment amount: Input the amount you're investing.

2

Add expected return and inflation: Enter your assumed rate of return and expected inflation rate.

3

Confirm your tax rate: Enter your marginal tax rate on investment gains.

4

Review your bottom line: See your real return after inflation, taxes, and time horizon.

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