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.
$
%

Investments
Enter the amount you’d liquidate.
$
%

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