Vanguard Tools Repository
Our easy-to-use investment calculators and retirement tools can help you strengthen financial strategy
- Investment analysis (5)
- Retirement planning tools (8)
- Education savings (7)
- Advice (2)
Investor questionnaire
Determine your target asset mix—the combination of stocks, bonds, and cash you should hold in your portfolio.
Find your asset mix
Quick start tool
Use this tool to help you find the right account and discover resources for your investing goal.
Discover your options
Investment income calculator
Estimate a potential income, a percentage yield, or a hypothetical investment amount you need to reach your investment income goal.
Calculate a hypothetical investment
Potential growth tool
Does investing work? See how $10,000 would've performed if you'd invested it in the market versus not investing at all.
See benchmark comparison
Compare ETFs and mutual funds
Select up to 5 different products and compare characteristics like performance and risk measures.
Start comparison
Retirement income calculator
See if what you've been saving—or planning to save—is on track for your retirement income needs.
Calculate your savings
Retirement expense worksheet
Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses.
Calculate your expenses
Retirement income worksheet
Identify your income sources and estimate your monthly income in retirement.
Calculate your income
Required minimum distribution (RMD)
Get resources and tools that help explain RMD rules and how they may apply to you.
Go to our RMD hub
Costs impact retirement savings
Don't let high investment costs affect your hard-earned savings. Learn how costs can eat away at your retirement income—and how you can control them.
Understand the impact of costs
Planning for retirement
Check out our resources and tips on important information to consider when you plan for retirement.
Get help planning for retirement
Saving for retirement
You want to start saving for retirement, but how much should you put away? Learn how much of your paycheck should go toward retirement.
Read more about how to save
Inherited RMD calculator
RMDs can be complicated. Let our calculator guide you step-by-step to estimate your inherited RMD.
Get your RMD estimate
529 tax benefits by state
Explore state tax benefits for qualified education expenses and see how they stack up against The Vanguard 529 Plan.
Find 529 tax benefits
College cost projector
Get an estimate of future college costs.
State-specific 529 plans
Get detailed information on 529 plans your state may offer.
529 state tax deduction calculator
If your state offers a tax benefit, you can estimate the deduction you could receive for your 529 contribution this year.
College savings planner
Estimate how much you may need to save to meet your education savings goals.
Compare 529 savings plans
Compare the features of a Vanguard-associated 529 savings plan to another state-sponsored 529 plan.
Taxable vs. tax-deferred savings comparison
Compare how much you could save in a tax-deferred account vs. a taxable account.
Is advice right for you?
Use our free guide to help see which advice option may be best for your financial journey.
Answer 3 questions
Partner with a dedicated advisor
Do you have $500,000 to invest? If so, these 5 questions can help you see if Vanguard Personal Advisor Select is right for you.
Take the questionnaire
Investor questionnaire
Determine your target asset mix—the combination of stocks, bonds, and cash you should hold in your portfolio.
Find your asset mix
Quick start tool
Use this tool to help you find the right account and discover resources for your investing goal.
Discover your options
Investment income calculator
Estimate a potential income, a percentage yield, or a hypothetical investment amount you need to reach your investment income goal.
Calculate a hypothetical investment
Potential growth tool
Does investing work? See how $10,000 would've performed if you'd invested it in the market versus not investing at all.
See benchmark comparison
Compare ETFs and mutual funds
Select up to 5 different products and compare characteristics like performance and risk measures.
Start comparison
Retirement income calculator
See if what you've been saving—or planning to save—is on track for your retirement income needs.
Calculate your savings
Retirement expense worksheet
Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses.
Calculate your expenses
Retirement income worksheet
Identify your income sources and estimate your monthly income in retirement.
Calculate your income
Required minimum distribution (RMD)
Get resources and tools that help explain RMD rules and how they may apply to you.
Go to our RMD hub
Costs impact retirement savings
Don't let high investment costs affect your hard-earned savings. Learn how costs can eat away at your retirement income—and how you can control them.
Understand the impact of costs
Planning for retirement
Check out our resources and tips on important information to consider when you plan for retirement.
Get help planning for retirement
Saving for retirement
You want to start saving for retirement, but how much should you put away? Learn how much of your paycheck should go toward retirement.
Read more about how to save
Inherited RMD calculator
RMDs can be complicated. Let our calculator guide you step-by-step to estimate your inherited RMD.
Get your RMD estimate
529 tax benefits by state
Explore state tax benefits for qualified education expenses and see how they stack up against The Vanguard 529 Plan.
Find 529 tax benefits
State-specific 529 plans
Get detailed information on 529 plans your state may offer.
529 state tax deduction calculator
If your state offers a tax benefit, you can estimate the deduction you could receive for your 529 contribution this year.
College savings planner
Estimate how much you may need to save to meet your education savings goals.
Compare 529 savings plans
Compare the features of a Vanguard-associated 529 savings plan to another state-sponsored 529 plan.
Taxable vs. tax-deferred savings comparison
Compare how much you could save in a tax-deferred account vs. a taxable account.
Is advice right for you?
Use our free guide to help see which advice option may be best for your financial journey.
Answer 3 questions
Partner with a dedicated advisor
Do you have $500,000 to invest? If so, these 5 questions can help you see if Vanguard Personal Advisor Select is right for you.
Take the questionnaire
Investor questionnaire
Determine your target asset mix—the combination of stocks, bonds, and cash you should hold in your portfolio.
Find your asset mix
Quick start tool
Use this tool to help you find the right account and discover resources for your investing goal.
Discover your options
Investment income calculator
Estimate a potential income, a percentage yield, or a hypothetical investment amount you need to reach your investment income goal.
Calculate a hypothetical investment
Potential growth tool
Does investing work? See how $10,000 would've performed if you'd invested it in the market versus not investing at all.
See benchmark comparison
Compare ETFs and mutual funds
Select up to 5 different products and compare characteristics like performance and risk measures.
Start comparison
Retirement income calculator
See if what you've been saving—or planning to save—is on track for your retirement income needs.
Calculate your savings
Retirement expense worksheet
Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses.
Calculate your expenses
Retirement income worksheet
Identify your income sources and estimate your monthly income in retirement.
Calculate your income
Required minimum distribution (RMD)
Get resources and tools that help explain RMD rules and how they may apply to you.
Go to our RMD hub
Costs impact retirement savings
Don't let high investment costs affect your hard-earned savings. Learn how costs can eat away at your retirement income—and how you can control them.
Understand the impact of costs
Planning for retirement
Check out our resources and tips on important information to consider when you plan for retirement.
Get help planning for retirement
Saving for retirement
You want to start saving for retirement, but how much should you put away? Learn how much of your paycheck should go toward retirement.
Read more about how to save
Inherited RMD calculator
RMDs can be complicated. Let our calculator guide you step-by-step to estimate your inherited RMD.
Get your RMD estimate
529 tax benefits by state
Explore state tax benefits for qualified education expenses and see how they stack up against The Vanguard 529 Plan.
Find 529 tax benefits
State-specific 529 plans
Get detailed information on 529 plans your state may offer.
529 state tax deduction calculator
If your state offers a tax benefit, you can estimate the deduction you could receive for your 529 contribution this year.
College savings planner
Estimate how much you may need to save to meet your education savings goals.
Compare 529 savings plans
Compare the features of a Vanguard-associated 529 savings plan to another state-sponsored 529 plan.
Taxable vs. tax-deferred savings comparison
Compare how much you could save in a tax-deferred account vs. a taxable account.
Is advice right for you?
Use our free guide to help see which advice option may be best for your financial journey.
Answer 3 questions
Partner with a dedicated advisor
Do you have $500,000 to invest? If so, these 5 questions can help you see if Vanguard Personal Advisor Select is right for you.
Take the questionnaire
All investing is subject to risk, including the possible loss of money you invest.