Investment Calculators
What you earn on an investment matters less than what you keep after taxes, fees, and inflation. These calculators help you compare taxable and tax-advantaged accounts, measure the real cost of fees, value stock options, and pressure-test your investment goals. Use them to see the full truth behind the returns — then build a portfolio your tax plan can support
Compare a taxable investment to tax-deferred and tax-free alternatives.
Find the taxable yield needed to match a municipal bond's after-tax income.
Estimate the tax-equivalent distribution for a REIT investment.
Determine your bottom line after inflation, taxes and time horizon.
See how much your investment might grow before and after taxes.
Calculate your ideal mix of stocks, bonds and cash.
See how small fee differences add up over time.
See the impact of fund fees and expenses on your investment.
Determine how large or how long distributions can last.
See how much your savings could be worth and how long they'll last.
Determine the future value of a one-time investment.
Determine the value of your stock options over up to twenty-five years.
Project the value of a series of annual stock option grants.
See how borrowing to invest magnifies your return — and your risk.
See what it takes to rebuild after an investment loss.
Determine how many futures contracts fit your equity and trading plan.
Before You Decide
A projected return is a promise the market never signed. What you actually keep depends on taxes, fees, and timing — the three things most projections gloss over. These calculators show you the math; they can't weigh it against your tax bracket, your entity, or your exit plan. Before you move money based on a calculator result, book a consultation call and let's stress-test it against your real tax situation.
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