Tax Calculators & Tools
These tools will help you better assess and calculate the tax implications of your investments.
All tax calculators & tools
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Name | Description | ||||||||
Tax-Loss Harvesting Tool | Get step-by-step guidance to see what you owe, identify losses, and sell positions that can help you save on taxes. | ||||||||
Capital Gains Tax Deferral Calculator | Estimate the impact of deferring capital gains taxes. | ||||||||
Charitable Giving Tax Savings Calculator | Use this interactive tool to see how charitable giving can help you save on taxes—and how accelerating your giving with the "bunching" strategy may help save even more. | ||||||||
IRA Contribution Calculator | Answer a few questions in the IRA Contribution Calculator to find out whether a Roth or traditional IRA might be right for you, based on how much you´re eligible to contribute and how much you might be able to deduct on your taxes. | ||||||||
Retirement Income Calculator | Get a quick estimate of how much you could have to spend every month and explore ways to impact your cash flow in retirement. | ||||||||
Estimate Your Tax Bracket | While your tax bracket won´t tell you exactly how much you´ll pay in taxes, it can help you assess the tax impact of financial decisions. Learn more about tax brackets here. | ||||||||
Price-Yield Calculator | Calculate the estimated yield or price of a bond, including accrued interest, invoice price, yield-to-maturity, and yield-to-call. | ||||||||
Required Minimum Distribution (RMD) Calculator | Determine your required retirement account withdrawals after age 73.* | ||||||||
Tax Equivalent Yield Calculator | Compare the yield between taxable and tax-exempt bonds. | ||||||||
Retirement strategies tax estimator | See how a Roth IRA conversion, Qualified Charitable Distributions (QCDs), and taxable/tax free withdrawals could affect your current or prior year taxes. | ||||||||
Roth Conversion Calculator | Understand the potential outcomes that a Roth Conversion could have on your Financial outlook so you can decide whether one is right for you. | ||||||||
Appreciated Securities Donation Calculator | Estimate the potential federal income tax deduction of donating to charity appreciated securities held longer than one year. |
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Taxes
Find information and resources to help do your taxes.
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