US Retail Investor Tool
Investment Return
& Tax Calculator
Estimate after-tax returns for ETFs & individual stocks — federal capital gains, NIIT & dividends included.
Investment Type
$
$
%
yrs
Your Tax Profile
$
After-Tax Portfolio Value
$0
after federal + state taxes over 0 years
Gross Value (Pre-Tax)
$0
Total Gain
$0
Total Tax Owed
$0
Effective Tax on Gains
0%
Tax Breakdown
Scenario Comparison
Disclaimer: This calculator provides estimates for educational purposes only and does not constitute financial or tax advice. Tax laws change frequently. Consult a qualified CPA or financial advisor before making investment decisions. NIIT threshold, bracket cutoffs use 2024 IRS figures.
