Enter full amounts in a single currency: 100000 means 100,000. Results use comma separators; K = thousand, M = million and B = billion.
Choosing a tool?
IRR | Cash-flow internal rate of return · Long-Term Cash Flow | Contributions / withdrawals / balance · Compound Growth | Time and returns · Allocation | Structure and concentration · Retirement gap | Retirement funding · Portfolio Health | Portfolio self-assessment
Important Information
For information, research and education only. Results depend on your inputs and assumptions and are not insurance solicitation, investment, legal or tax advice, or a forecast of product performance. Refer to official policy documents for guarantees, non-guaranteed benefits, fees, cash values and eligibility.