Vanguard Tools Repository

Investing calculators & tools

Our easy-to-use investment calculators and retirement tools can help you strengthen financial strategy

Investor questionnaire

Determine your target asset mix—the combination of stocks, bonds, and cash you should hold in your portfolio.

Quick start tool

Use this tool to help you find the right account and discover resources for your investing goal.

Investment income calculator

Estimate a potential income, a percentage yield, or a hypothetical investment amount you need to reach your investment income goal.

Potential growth tool

Does investing work? See how $10,000 would've performed if you'd invested it in the market versus not investing at all.

Compare ETFs and mutual funds

Select up to 5 different products and compare characteristics like performance and risk measures.

Retirement income calculator

See if what you've been saving—or planning to save—is on track for your retirement income needs.

Retirement expense worksheet

Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses.

Retirement income worksheet

Identify your income sources and estimate your monthly income in retirement.

Required minimum distribution (RMD)

Get resources and tools that help explain RMD rules and how they may apply to you.

Costs impact retirement savings

Don't let high investment costs affect your hard-earned savings. Learn how costs can eat away at your retirement income—and how you can control them.

Planning for retirement

Check out our resources and tips on important information to consider when you plan for retirement.

Saving for retirement

You want to start saving for retirement, but how much should you put away? Learn how much of your paycheck should go toward retirement.

Inherited RMD calculator

RMDs can be complicated. Let our calculator guide you step-by-step to estimate your inherited RMD.

529 tax benefits by state

Explore state tax benefits for qualified education expenses and see how they stack up against The Vanguard 529 Plan.

College cost projector

Get an estimate of future college costs.

State-specific 529 plans

Get detailed information on 529 plans your state may offer.

529 state tax deduction calculator

If your state offers a tax benefit, you can estimate the deduction you could receive for your 529 contribution this year.

College savings planner

Estimate how much you may need to save to meet your education savings goals.

Compare 529 savings plans

Compare the features of a Vanguard-associated 529 savings plan to another state-sponsored 529 plan.

Taxable vs. tax-deferred savings comparison

Compare how much you could save in a tax-deferred account vs. a taxable account.

Is advice right for you?

Use our free guide to help see which advice option may be best for your financial journey.

Partner with a dedicated advisor

Do you have $500,000 to invest? If so, these 5 questions can help you see if Vanguard Personal Advisor Select is right for you.

Investor questionnaire

Determine your target asset mix—the combination of stocks, bonds, and cash you should hold in your portfolio.

Quick start tool

Use this tool to help you find the right account and discover resources for your investing goal.

Investment income calculator

Estimate a potential income, a percentage yield, or a hypothetical investment amount you need to reach your investment income goal.

Potential growth tool

Does investing work? See how $10,000 would've performed if you'd invested it in the market versus not investing at all.

Compare ETFs and mutual funds

Select up to 5 different products and compare characteristics like performance and risk measures.

Retirement income calculator

See if what you've been saving—or planning to save—is on track for your retirement income needs.

Retirement expense worksheet

Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses.

Retirement income worksheet

Identify your income sources and estimate your monthly income in retirement.

Required minimum distribution (RMD)

Get resources and tools that help explain RMD rules and how they may apply to you.

Costs impact retirement savings

Don't let high investment costs affect your hard-earned savings. Learn how costs can eat away at your retirement income—and how you can control them.

Planning for retirement

Check out our resources and tips on important information to consider when you plan for retirement.

Saving for retirement

You want to start saving for retirement, but how much should you put away? Learn how much of your paycheck should go toward retirement.

Inherited RMD calculator

RMDs can be complicated. Let our calculator guide you step-by-step to estimate your inherited RMD.

529 tax benefits by state

Explore state tax benefits for qualified education expenses and see how they stack up against The Vanguard 529 Plan.

College cost projector

Get an estimate of future college costs.

State-specific 529 plans

Get detailed information on 529 plans your state may offer.

529 state tax deduction calculator

If your state offers a tax benefit, you can estimate the deduction you could receive for your 529 contribution this year.

College savings planner

Estimate how much you may need to save to meet your education savings goals.

Compare 529 savings plans

Compare the features of a Vanguard-associated 529 savings plan to another state-sponsored 529 plan.

Taxable vs. tax-deferred savings comparison

Compare how much you could save in a tax-deferred account vs. a taxable account.

Is advice right for you?

Use our free guide to help see which advice option may be best for your financial journey.

Partner with a dedicated advisor

Do you have $500,000 to invest? If so, these 5 questions can help you see if Vanguard Personal Advisor Select is right for you.

Investor questionnaire

Determine your target asset mix—the combination of stocks, bonds, and cash you should hold in your portfolio.

Quick start tool

Use this tool to help you find the right account and discover resources for your investing goal.

Investment income calculator

Estimate a potential income, a percentage yield, or a hypothetical investment amount you need to reach your investment income goal.

Potential growth tool

Does investing work? See how $10,000 would've performed if you'd invested it in the market versus not investing at all.

Compare ETFs and mutual funds

Select up to 5 different products and compare characteristics like performance and risk measures.

Retirement income calculator

See if what you've been saving—or planning to save—is on track for your retirement income needs.

Retirement expense worksheet

Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses.

Retirement income worksheet

Identify your income sources and estimate your monthly income in retirement.

Required minimum distribution (RMD)

Get resources and tools that help explain RMD rules and how they may apply to you.

Costs impact retirement savings

Don't let high investment costs affect your hard-earned savings. Learn how costs can eat away at your retirement income—and how you can control them.

Planning for retirement

Check out our resources and tips on important information to consider when you plan for retirement.

Saving for retirement

You want to start saving for retirement, but how much should you put away? Learn how much of your paycheck should go toward retirement.

Inherited RMD calculator

RMDs can be complicated. Let our calculator guide you step-by-step to estimate your inherited RMD.

529 tax benefits by state

Explore state tax benefits for qualified education expenses and see how they stack up against The Vanguard 529 Plan.

College cost projector

Get an estimate of future college costs.

State-specific 529 plans

Get detailed information on 529 plans your state may offer.

529 state tax deduction calculator

If your state offers a tax benefit, you can estimate the deduction you could receive for your 529 contribution this year.

College savings planner

Estimate how much you may need to save to meet your education savings goals.

Compare 529 savings plans

Compare the features of a Vanguard-associated 529 savings plan to another state-sponsored 529 plan.

Taxable vs. tax-deferred savings comparison

Compare how much you could save in a tax-deferred account vs. a taxable account.

Is advice right for you?

Use our free guide to help see which advice option may be best for your financial journey.

Partner with a dedicated advisor

Do you have $500,000 to invest? If so, these 5 questions can help you see if Vanguard Personal Advisor Select is right for you.

All investing is subject to risk, including the possible loss of money you invest.