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Terms, Conditions, and Educational Disclaimer

Last updated August 31, 2026

Educational information only

AfterTaxUS provides general educational information, video content, and calculator outputs. Nothing on this site is tax, legal, accounting, financial, fiduciary, investment, securities, or professional advice.

No adviser relationship

AfterTaxUS is not an investment adviser, broker-dealer, tax preparer, CPA firm, law firm, or fiduciary. Use of the site does not create an adviser-client, broker-client, tax-preparer, attorney-client, fiduciary, or other professional relationship.

No individualized recommendations

The site does not recommend that you buy, sell, hold, rebalance, locate, or allocate any security, product, account, strategy, or transaction. Examples are illustrative and may not fit your facts, objectives, risk tolerance, tax profile, state, locality, holding period, or financial situation.

Estimates and assumptions

Calculator results are estimates based on user-entered inputs, simplified assumptions, and available rules. Actual taxes and outcomes may differ because of law changes, filing status, deductions, credits, phaseouts, state and local rules, investment facts, timing, and data-entry errors.

Professional review

Before making material tax, legal, investment, or financial decisions, consult qualified professionals who can evaluate your complete circumstances. You are responsible for verifying inputs, assumptions, and results.

No warranties

The site is provided as is and as available, without warranties of accuracy, completeness, timeliness, fitness for a particular purpose, or uninterrupted availability. AfterTaxUS is not responsible for decisions made using the site.