Investing tools & calculators

What kind of investor are you? Take our quiz to find out and get some tailored-to-you tips and resources.

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

Have $500,000 to invest? Answer these 5 questions to see if Vanguard Personal Advisor Select is right for you.

Get an estimate of future college costs based on today’s costs.

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

Compare Vanguard-associated 529 savings plans to other state-sponsored 529 plans.

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

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

Get detailed information on 529 plans your state may offer.

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

Get an estimate of how much income you could make from a hypothetical yield and investment amount.

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

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

Answer a few questions to find the right account and related resources for your investing goal.

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

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

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

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

Looking to maximize your retirement savings? Our IRA contribution calculator provides contribution limits based on the latest tax laws