Expected After-Tax Return Calculator

What Will Your Return Be After Taxes?
Taxes can significantly impact your rate of return, depending on your tax bracket and how long you hold the investment. Additionally, the type of returns — interest, dividends or capital gains — can affect how and at what rate you are taxed. To figure out what your after-tax return would be, based on a pre-tax return, answer the questions below, then click Submit.

1. What is your federal income tax bracket?
2. What do you expect your pre-tax rate of return to be?
%
3. For how many years do you expect to hold this investment?
4. What portion of your return will be due to interest income?
%
5. What portion of your return will be due to dividends?
%
 
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