Projected Taxes on Investment Income

What Would Your Investment Return Look Like After You Account for the Taxes Owed?

Taxes can significantly impact your investment returns. How much so depends on your tax bracket and how long you hold the investment. It also depends on the kinds of investments you use to produce your returns, since bond income, stock dividends and capital gains might all be treated differently at tax time.

To get an idea of how taxes might potentially reduce the income that could be earned from a portfolio, please answer the questions below, and then click Submit.