How do taxes and inflation impact my investment return?
Taxes and inflation can have a dramatic effect on the growth of an investment. Use this investment return calculator to determine the impact taxes and inflation can have on the purchasing power of your investment.
If you say "yes" to itemization then we give federal tax credit for state taxes paid (ie it affects the calculation of the effective tax rate which, ultimately, affects the calculated after-tax return).
This calculator is provided for educational purposes only. It is made available to you as a self-help tool for your independent use and is not intended to provide investment advice. The information provided is hypothetical and does not reflect a particular investment or performance. We cannot and do not guarantee its applicability or accuracy in regards to your individual circumstances. Equitable Financial and its affiliates are not responsible for any errors or for the actions taken as a result of the information provided by this calculator. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
This analysis is based on information and assumptions provided by you. Actual results will vary. There are risks associated with investing including the risk of loss not reflected here. The assumed rate of return is not guaranteed. Investments offering the potential for higher rates of return also involve a higher degree of risk.
Equitable Financial and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.
Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.
Equitable Financial Life Insurance Company (New York, NY). Distributors: Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) and Equitable Distributors, LLC. Equitable Financial Life Insurance Company, Equitable Advisors and Equitable Distributors are affiliated.
GE-6469177.1 (3/24) (Exp. 3/26)
