Investment Planning Tools

Our Investment Planning Tools offer valuable information to investors and include an After-Tax Growth Tool, Income Tax Tool, Laddered Municipal Bond Interest Rate Scenario Tool, Laddered Corporate Bond Interest Rate Scenario Tool and Tax-Equivalent Yield Calculator.

Laddered Municipal Bond Interest Rate Scenario Tool

Seeking positive income and total return even in rising rate environments

Laddered portfolios allow investors to take advantage of rising interest rates by reinvesting proceeds from maturing bonds at higher rates.

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After-Tax Growth Tool

Use our After-Tax Growth Tool to show how potentially costly being "tax oblivious" can be compared to a tax-managed portfolio.
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Income Tax Calculator Tool

Based on the new tax laws, many Americans will face higher taxes. Use this tool to find out if you’re one of them – and how much more you could end up paying for investments.
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Laddered Corporate Bond Interest Rate Scenario Tool

The Laddered Corporate Bond Interest Rate Scenario Tool provides customizable fields for initial investment, ladder range, credit quality, interest rate change and time period.
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Tax-Equivalent Yield Calculator

The purpose of our Tax-Equivalent Yield Calculator is to help investors evaluate breakeven taxable yield and out-of-state municipal equivalent yield by showing the pre-tax yield a taxable bond would need to pay to achieve the same after-tax value as a tax-exempt bond.
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