After-tax investment calculator

What this calculator helps you understand

An after-tax investment calculator helps investors avoid comparing investments only by pre-tax yield or headline return.

• Think through tax drag on dividends and interest
• Compare taxable and tax-advantaged account categories
• Frame after-tax yield before making deeper calculations
• Use educational outputs rather than individualized advice

Start free, no login required

The marketing calculator is available without signing in. It uses a small set of assumptions so you can quickly frame an after-tax question before doing detailed personal calculations.

Go deeper in the AfterTax App

The full app supports private workbook storage, portfolio rows, account tax categories, income views, federal/state/local outputs, and scenario work.