Tax Optimization Tools
Our tax optimization tools help you minimize your tax burden and maximize after-tax returns. From tax-efficient investing to strategic tax planning, these tools provide valuable insights for keeping more of what you earn.
Tax Efficiency Optimizer
Optimize your investment portfolio for tax efficiency. Learn which assets belong in which accounts and minimize your tax burden while maximizing returns.
Tax-Loss Harvesting Calculator
Calculate the potential tax savings from strategic tax-loss harvesting. See how selling investments at a loss can offset capital gains and reduce your overall tax liability.
Roth Conversion Analyzer
Evaluate the benefits of converting traditional retirement accounts to Roth accounts. Analyze the short-term tax impact versus long-term tax-free growth potential to make informed conversion decisions.
Tax-Equivalent Yield Calculator
Compare taxable and tax-free investments on an equal basis. Calculate the taxable yield needed to match the return of a tax-free investment, helping you make better investment decisions across different account types.
Capital Gains Tax Estimator
Project the tax impact of selling investments at a profit. Calculate potential capital gains taxes based on your holding period, tax bracket, and state of residence to help with investment sale timing decisions.