Learn More About How Taxes Affect Your Investment Returns

What do I pay in taxes on my investments?

See the tax rates that apply to your investment returns.

Your Total
Tax Rate
Manage concentrated stock positions

See how diversifying your portfolio on a tax-deferred basis can be a better option than a taxable sale of stock.

the Impact on Your Portfolio Value
Compare yields on different types of bonds

See how the yields of in-state municipal bonds compare with out-of-state municipals and taxable bonds on a tax-equivalent basis.

Your After-Tax Yield Potential
Assess the tax benefits of charitable giving

See the potential savings in income taxes you could realize by donating cash or appreciated securities.

potential charitable
tax benefits