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.

bank-icon
Loan

Enter the details of your estimated student loan.

$
%
coin-inside-vault-icon
Investments

Enter the amount you’d liquidate.

$
%
calculator-and-trees

Your Estimate

bank-icon
Loan

Enter the details of your estimated student loan.

Loan balance after grace


Monthly payment after graduation + grace


Total cost

 

 

coin-inside-vault-icon
Investments

Enter the amount you’d liquidate.

Assets after grace


Annuity


Sum of Annuities


Incremental benefit from investing