Future value calculator

This calculator is provided for illustrative and educational purposes only and does not constitute investment advice, a recommendation, or an offer or solicitation to buy or sell any security. Projections shown are hypothetical, based solely on the inputs and assumed annual rates of return entered by the user, and are not a guarantee, prediction, or projection of any actual investment outcome. Rates of return are assumed constant and compounded annually; actual investment returns fluctuate and will vary. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. CDs are FDIC-insured up to applicable limits; investment portfolios are not FDIC-insured, are not bank deposits, and are not guaranteed by any government agency. Inflation, taxes, fees, and other costs — not reflected in these projections — will reduce actual returns. This tool does not account for your individual financial situation, risk tolerance, investment objectives, or tax circumstances. Please consult a qualified financial advisor before making any investment decisions. For advisor use in client education only.