Save vs. Invest — Projection Tool
Compare saving vs investing for a goal and see the impact of taxes.
Results
Contributions
$0
Savings
Net after tax
$0
Investing
Net after tax
$0
Difference
Extra from investing
$0
Notes:
- Returns are annual and compounded monthly for projection purposes.
- Tax rate applies to investment/savings returns unless the investment is tax-favored.
- This tool illustrates trade-offs: saving is lower-return and more liquid; investing carries higher expected return and higher risk.
These calculators provide estimates for general planning and are for informational purposes only. They are not a substitute for professional tax advice; consult a qualified tax professional for guidance specific to your circumstances.