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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.

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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

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Loan

Enter the details of your estimated student loan.

Loan balance after grace


Monthly payment after graduation + grace


Total cost

 

 

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Investments

Enter the amount you’d liquidate.

Assets after grace


Annuity


Sum of Annuities


Incremental benefit from investing