Calculators

Tax Refund Calculator

About 60% of households receive a tax refund—how will you use yours?
Use this calculator to see the potential future value of investing a portion of your refund into the stock market, using historical return data from the S&P 500.

Want to see the future value of your money if you continue to invest on a monthly basis? Check out the Future Value Calculator.

Tax Refund Amount

What is your total tax refund or estimated amount?

Age

Your current age.

How much of your tax refund do you want to save?

50%

Move the slider to set the percentage of your refund to save/invest.

Amount Invested

The amount that you would invest.

Calculate

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Future Value

Projected future value at 70-years old:

$0.00

Disclosure: Past returns are not a guarantee of future returns.