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.

What is your total tax refund or estimated amount?
Your current age.
50%
Move the slider to set the percentage of your refund to save/invest.
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.