After-tax yield calculator

What this calculator helps you understand

After-tax yield turns stated yield into a more practical educational estimate of what may be left after taxes.

• Compare nominal yield with after-tax yield
• Explore state and local tax assumptions
• Understand why two similar yields can have different tax outcomes
• Use the full app for account and holding-level detail

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.