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.
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 illustration does not take into account certain fees and expenses that may be charged to your investment, including a sales charge. Lincoln does not provide tax or legal advice. You should contact your tax or legal advisor concerning your particular situation.

Any tax statements contained herein were not intended to be written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Please consult your own independent advisor as to any tax, accounting, or legal statements made herein.

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. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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