Tax Calculators

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Please Note: These calculators cannot be used to predict future performance of any investment and are not guaranteed calculations.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment 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.

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Tax refund estimator

Federal income tax estimator

Capital gains (losses) tax estimator

Compare taxable, tax-deferred, and tax-free investment growth

Estate tax planning

How much of my social security benefit may be taxed?

How much self-employment tax will I pay?

Payroll deductions calculator

Should I adjust my payroll withholdings?

Should I itemize or take the standard deduction?

Tax freedom day

What are the tax implications of paying interest?

What is my potential estate tax liability?

What is my tax-equivalent yield?

Will my investment interest be deductible?