Tax Calculators & Tools

These tools will help you better assess and calculate the tax implications of your investments.

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All tax calculators & tools

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All tax calculators & tools

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Tax-Loss Harvesting ToolLog In Required 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.