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.

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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

Future Value

Projected future value at 70-years old:

$0.00

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