Please consult a qualified tax professional before taking actions based on the results of this calculation. Informational and interactive calculators are made available to you as self-help tools, and are provided for illustrative purposes only. They should not be construed as a recommendation to invest. Higher rates of return are historically associated with higher volatility, and average returns have had a tendency to fluctuate from year to year. As such, there is no assurance that projected valuations based on your input may occur or may be achieved.
Past performance is no guarantee of future results.
These models are based on many factors, and we cannot and do not guarantee their accuracy or their applicability to your circumstances. We assume no liability, expressed or implied, for actions taken, or not taken, by you as a result of your use of these calculators.