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Tax Calculators

Federal Income Tax

Albert Einstein was attributed as saying, "The hardest thing in the world to understand is the income tax." Use the following calculator to help get a rough estimate of your tax liability.

Comparing Investments

This calculator is designed to help compare a fully taxable investment to two tax-advantaged situations. In one situation, an investment account is not taxed until the money is withdrawn. In the second scenario, the money is an investment that is not subject to federal or state tax.

Capital Gains Tax Estimator

Federal taxes on your net capital gain(s) may vary depending on your marginal income tax bracket and the holding period of the asset. Use this calculator to help estimate capital gain taxes due on your transactions.

Home Mortgage Deduction

For those who itemize deductions, the mortgage interest on their main home and on a second home may be deductible. Use this calculator to estimate your potential tax savings.

Social Security Taxes

Here's the bad news: The government may tax up to 85% of your Social Security benefit. The good news: It's possible to manage how much of your Social Security is taxed.

Tax Freedom Day

It might surprise you to learn how many days you may have to work to pay your estimated federal tax liability (including Social Security tax withholdings). Use this calculator to estimate your Tax Freedom Day -- the day you begin earning money for yourself.

​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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