Calculators Suite


ComputeResults

Projected Taxes on Investment Income

What Would Your Investment Return Look Like After You Account for the Taxes Owed?

Taxes can significantly impact your investment returns. How much so depends on your tax bracket and how long you hold the investment. It also depends on the kinds of investments you use to produce your returns, since bond income, stock dividends and capital gains might all be treated differently at tax time.

To get an idea of how taxes might potentially reduce the income that could be earned from a portfolio, please answer the questions below, and then click Submit.




What is your federal income tax rate?


The tax bracket you selected is subject to special tax treatment, so we need some additional information:

Enter your filing status for federal taxes.


How much ordinary income do you anticipate having?

$

What, if any, is your expected pre-tax income from interest paid on municipal bonds?

$

What, if any, is your expected pre-tax income from short-term gains and interest paid on taxable bonds and bank deposits?

$

What, if any, is your expected pre-tax income from long-term capital gains?

$

What, if any, is your expected pre-tax income from common stock dividends?

$