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CD Ladder Calculator

Build a certificate of deposit ladder for safe, predictable retirement income. Compare maturity schedules, APY rates, and interest projections with FDIC coverage analysis.

Investment Details

APY Rates by Term

95Score
StrongRetirement readiness

CD Ladder Score

Excellent CD ladder setup for safe, predictable retirement income.

After-Tax Interest

$8,522/yr

Weighted APY

4.37%

Avg Maturity

25.80 mo

RiskReviewStrong

Annual Interest

$10,925

before taxes

After-Tax Interest

$8,522

at 22% bracket

Total Interest Earned

$22,588

at first maturity cycle

Weighted APY

4.37%

avg maturity: 25.80 mo

CD Ladder vs Alternatives

Annual interest comparison: ladder, single CD, and savings account

Maturity Allocation

Investment split by CD term length

Total

$250,000

Short-Term (3-6 mo)

40%

$100,000/yr

Medium-Term (1-2 yr)

20%

$50,000/yr

Long-Term (3-5 yr)

40%

$100,000/yr

APY by Rung

Annual percentage yield across ladder rungs

vs Single CD

$-950

single CD advantage

vs Savings Account

+$2,175

ladder advantage

Early Withdrawal Cost

$5,463

6 months penalty

CD Ladder Structure

Individual CD rungs with terms, APYs, and maturity dates

RungTermMaturesPrincipalAPYInterest EarnedMaturity Value
#13 MonthOct 2026$50,0004.50%$563$50,563
#26 MonthJan 2027$50,0004.60%$1,150$51,150
#32 YearJul 2028$50,0004.50%$4,500$54,500
#43 YearJul 2029$50,0004.25%$6,375$56,375
#55 YearJul 2031$50,0004.00%$10,000$60,000

5-Year Projection

Interest earned and portfolio growth with reinvestment

Personalized Insights

Actionable recommendations based on your numbers

6 insights1 priority
Positive#1

Improved Liquidity

Your 5-rung CD ladder provides access to maturing funds every 5 months on average, compared to locking up all funds in a single long-term CD.

Positive#2

Higher Returns Than Savings

Your CD ladder earns $2,175 more per year than a high-yield savings account, while maintaining predictable returns and FDIC protection.

Note#3

Inverted Yield Curve Impact

Short-term CDs currently offer higher APYs than longer terms. Your ladder blended rate of 4.37% is slightly lower, but you gain flexibility and protection against rate changes.

Positive#4

Fully FDIC Insured

Each rung of $50,000 is well within the $250,000 FDIC insurance limit per depositor, per bank. Your principal is fully protected.

Watch#5

Early Withdrawal Penalty

Breaking a CD early would cost approximately $5,463 (6 months of interest). The ladder structure minimizes this risk by staggering maturities.

Note#6

Positive Real Return

Your CD ladder earns 1.87% above inflation, preserving and growing your purchasing power. This is a solid position for conservative retirement income.