Loan vs Investments Calculator
Enter your information to weigh your options. We’ll help you figure out whether liquidating your investments, or taking out a loan is the smarter choice.
Loan
Enter the details of your estimated student loan.
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Investments
Enter the amount you’d liquidate.
$
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Your Estimate
Loan
Enter the details of your estimated student loan.
Loan balance after grace
Monthly payment after graduation + grace
Total cost
Investments
Enter the amount you’d liquidate.
Assets after grace
Annuity
Sum of Annuities
Incremental benefit from investing
Weighing paying down your loans? See what refinancing could save you.
Check your refinance rate
Disclaimer: This calculator is for informational purposes only and should not be considered financial advice. Interest rates and investment returns are not guaranteed and subject to change without notice. The results of this calculator are estimates and may not reflect the actual cost of a loan or the financial benefits of investing, which carries risk and potential tax consequences. Users should consult a financial advisor before making any financial decisions.