Adjust the parameters below to see the effect on your portfolio balance:
Disclosures:
The S&P 500 index itself does not pay dividends. However, investments that track the S&P 500, such as ETFs or mutual funds, distribute dividends based on the dividends paid by the individual companies within the index.
Past performance is not indicative of future results. Investment outcomes may vary based on market conditions.
Investment in the S&P 500 involves risks, including the risk of loss. There is no guarantee that the performance of the S&P 500 will meet your investment objectives.
The portfolio balance projections are based on historical data and assumed returns. Actual results may differ.
Tax calculations in the simulation do not account for all possible tax situations. Tax treatment of investment gains and withdrawals can vary based on individual circumstances and may be subject to changes in tax laws.
The assumed tax rate is for illustrative purposes only. Consult with a tax advisor to understand how taxes may impact your investment returns and withdrawals.
The information provided in this simulation is for educational and informational purposes only and does not constitute financial, investment, or tax advice.
Consult with a financial advisor before making any investment decisions. This tool is not intended as a substitute for professional advice.
The data used in this simulation is sourced from Yahoo Finance and is believed to be accurate but is not guaranteed. We are not responsible for any errors or omissions.
Investment strategies based on historical performance may not perform as expected in the future. Always consider your risk tolerance and investment goals.
Additional fees, such as transaction costs and management fees, may apply and are not accounted for in this simulation.