Tools and Calculators Overview | Vanguard

Vanguard Tools Repository

Investing calculators & tools

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

Investment analysis (2)
Retirement planning (7)
Education savings (7)

Whether you're a beginner or a seasoned investor, you can make smarter financial decisions with these investing calculators and other resources.

Determine your asset allocation

Answer some questions about your investing style and situation, and we'll suggest a combination of bonds and stocks that could help you meet your goals.

Get started tool

Not sure where to begin? Use our quick-start tool to narrow down your choices and find investment options that best fit you.

Whether your retirement is off in distance, right around the corner, or already here, these tools can lend a hand at any stage of retirement planning.

Retirement income calculator

Estimate the potential income you could earn from your investments.

Retirement expense worksheet

Create a realistic budget for retirement that includes basic and discretionary expenses.

Retirement income worksheet

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

Retirement Planning

Find out when you can retire.

How much should you save?

Set your retirement savings goal

RMD hub

Unsure how to navigate your required minimum distribution? Answer a few questions & we'll walk through it.

The importance of costs

See how investment costs affect retirement spending.

Ready to create a plan for education savings? Learn about your options and map out a way to meet those expenses.

529 plan benefits by state

Check to see if your state offers a tax benefit for qualified education expenses and/or Vanguard investments.

College cost projector

Our college cost projector helps determine how inflation could increase the cost of college

Learn more about a specific 529 plan

Find detailed information on a 529 savings plan or prepaid tution plan

Calculate your 529 state tax deduction

Investing in your state's 529 savings plan? Find out the state tax deduction you might be able to take

College savings planner

Determine your college savings goals and how much you'll need to save to help meet them

Compare 529 savings plans

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

Tax-deferred savings calculator

See how the tax deferral you get with a 529 savings plan can add up

Whether you're a beginner or a seasoned investor, you can make smarter financial decisions with these investing calculators and other resources.

Determine your asset allocation

Answer some questions about your investing style and situation, and we'll suggest a combination of bonds and stocks that could help you meet your goals.

Get started tool

Not sure where to begin? Use our quick-start tool to narrow down your choices and find investment options that best fit you.

Whether your retirement is off in distance, right around the corner, or already here, these tools can lend a hand at any stage of retirement planning.

Retirement income calculator

Estimate the potential income you could earn from your investments.

Retirement expense worksheet

Create a realistic budget for retirement that includes basic and discretionary expenses.

Retirement income worksheet

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

Retirement Planning

Find out when you can retire.

How much should you save?

Set your retirement savings goal

RMD hub

Unsure how to navigate your required minimum distribution? Answer a few questions & we'll walk through it.

The importance of costs

See how investment costs affect retirement spending.

Ready to create a plan for education savings? Learn about your options and map out a way to meet those expenses.

529 plan benefits by state

Check to see if your state offers a tax benefit for qualified education expenses and/or Vanguard investments.

College cost projector

Our college cost projector helps determine how inflation could increase the cost of college

Learn more about a specific 529 plan

Find detailed information on a 529 savings plan or prepaid tution plan

Calculate your 529 state tax deduction

Investing in your state's 529 savings plan? Find out the state tax deduction you might be able to take

College savings planner

Determine your college savings goals and how much you'll need to save to help meet them

Compare 529 savings plans

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

Tax-deferred savings calculator

See how the tax deferral you get with a 529 savings plan can add up

Whether you're a beginner or a seasoned investor, you can make smarter financial decisions with these investing calculators and other resources.

Determine your asset allocation

Answer some questions about your investing style and situation, and we'll suggest a combination of bonds and stocks that could help you meet your goals.

Get started tool

Not sure where to begin? Use our quick-start tool to narrow down your choices and find investment options that best fit you.

Whether your retirement is off in distance, right around the corner, or already here, these tools can lend a hand at any stage of retirement planning.

Retirement income calculator

Estimate the potential income you could earn from your investments.

Retirement expense worksheet

Create a realistic budget for retirement that includes basic and discretionary expenses.

Retirement income worksheet

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

Retirement Planning

Find out when you can retire.

How much should you save?

Set your retirement savings goal

RMD hub

Unsure how to navigate your required minimum distribution? Answer a few questions & we'll walk through it.

The importance of costs

See how investment costs affect retirement spending.

Ready to create a plan for education savings? Learn about your options and map out a way to meet those expenses.

529 plan benefits by state

Check to see if your state offers a tax benefit for qualified education expenses and/or Vanguard investments.

College cost projector

Our college cost projector helps determine how inflation could increase the cost of college

Learn more about a specific 529 plan

Find detailed information on a 529 savings plan or prepaid tution plan

Calculate your 529 state tax deduction

Investing in your state's 529 savings plan? Find out the state tax deduction you might be able to take

College savings planner

Determine your college savings goals and how much you'll need to save to help meet them

Compare 529 savings plans

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

Tax-deferred savings calculator

See how the tax deferral you get with a 529 savings plan can add up

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