Learn More About How Taxes Affect Your Investment Returns

What do I pay in taxes on my investments?

See the tax rates that apply to your investment returns.



Calculate
Your Total
Tax Rate
Manage concentrated stock positions

See how diversifying your portfolio on a tax-deferred basis can be a better option than a taxable sale of stock.

Calculate
the Impact on Your Portfolio Value
Compare yields on different types of bonds

See how the yields of in-state municipal bonds compare with out-of-state municipals and taxable bonds on a tax-equivalent basis.

Calculate
Your After-Tax Yield Potential
Assess the tax benefits of charitable giving

See the potential savings in income taxes you could realize by donating cash or appreciated securities.


Calculate
potential charitable
Tax tax benefits