Tax

Capital Gains Tax Estimator

Taxes should not drive investment decisons, but understanding the tax consequences of selling an investment can provide some much-needed insight. Use this calculator to better understand the difference between short-term and long-term gains, and to get an idea about what you might owe. Also, don't forget there may be state taxes due, too.

These are example values based on hypothetical averages.

$0$500,000
$0$500,000

Results

$0
$0

Visual Breakdown

Did the numbers surprise you or were inline with what you expected? If you have any questions, such as how you might pay an taxes due, please reach out. Having a strategy in place before making a decision can help you remove some of the guesswork.

 

Related Content

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?