Year-round tax tools

Investment Tax Calculator

Determine your combined total tax rate, including federal, state and local taxes, for investment income and gains.

Tax-Equivalent Yield Calculator

Compare yields of in-state muni bonds with out-of-state munis and taxable bonds on a tax-equivalent basis.

Concentrated Stock Position Calculator

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

Laddered Investing Interest Rate Scenario Tool

Explore how laddered portfolios may perform in an environment of changing interest rates.

Spotlight on: Taxes

Related Resources

Investment Tax Center

The Tax Center is your one-stop shop for tax tools, strategies, whitepapers and information.

Advisory Blog: Taxes

Insights on taxes for advisors and their clients.

Looking for forms, tax information, and other resources?

View all Resources