Calculators & Tools

To make smart investing decisions and reach your goals, you need the right tools to help you get started. NEI's investment calculators will help you understand your investment options and develop a financial plan that is right for you.

Retirement Planning

Investment & Savings

  • Pay Yourself First See how setting aside a percentage of your income can add up over time.

  • Savings to Reach a Goal Have a savings goal in mind? See how long it will take to achieve your goal if you start today.

  • Savings Growth Compare two investment scenarios to see how time horizon, rate of return and investment frequency impact growth.

  • The Value of Staying Invested See how missing the best months in the market can significantly impact the growth of your investments.

  • Time to Recover See how long it would take for your portfolio to recover from market downturns.

  • Distribution of Returns See how your investment timeframe impacts the likelihood of achieving your target rate of return.

Financial Planning