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.
Personal Information
Client Name  
Advisor Name  
Rates and Assumptions
Before-tax return on savings (%)help
State marginal tax bracket (%) 
Federal marginal tax bracket (%)help
Do you itemize deductions? 
Assumed inflation rate (%)help
   

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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