Tax & Dividend
Dividend tax comparison, capital gains holding periods, ex-dividend calendar, and yield on cost tracking for tax-efficient dividend investing and harvest planning.
Ex-Dividend Calendar
Track upcoming ex-dividend dates, countdown to payouts, and estimate dividend income.
Capital Gains Holding Period
Estimate tax savings from holding beyond one year: compare short-term vs long-term rates.
Dividend Tax Comparator
Compare qualified vs ordinary dividend tax treatment across tax brackets.
Yield on Cost Tracker
Calculate your real dividend yield based on original purchase price: see how dividend growth compounds your YOC.
Ddm
Value Stable Dividend Stocks Using the Gordon Growth Model.
DRIP Momentum Calculator
Find when dividends buy full shares and project DRIP compounding.
Tax Harvest Planner
Maximize tax free capital gains harvesting with lot recommendations.
Wash Sale Alert Generator
Detect 30 day wash sale violations and adjusted cost basis.
Accumulating vs Distributing ETF
Compare tax efficiency of accumulating vs distributing ETFs over 20 years.
Wealth Tax Drag Simulator
Long term portfolio damage from annual wealth taxes.
Retirement Tax Optimizer
Simulate progressive tax on retirement withdrawals.
Double Taxation Treaty
Look up withholding tax treaty rates between countries.
Expat Exit Tax
Simulate tax impact of changing tax residency.
UCITS Tax Drag
Compare US vs Ireland ETF tax drag over 30 years.
Modigliani Miller Tax Shield Value Calculator
Free Modigliani Miller tax shield calculator values the debt tax shield under MM with corporate taxes. Enter unlevered value, debt, and tax rate to see levered firm value and value increase from leverage instantly.
IRMAA Surcharge Calculator
Medicare Part B and D premiums from MAGI tiers.
Social Security Tax Torpedo
Taxable Social Security and marginal rate on benefits.
QSBS Exclusion Calculator
Section 1202 capital gain exclusion estimate.
83(b) Election Savings Calculator
Tax at grant versus vest for restricted stock.
Direct Indexing Tax Alpha
Estimated tax loss harvesting alpha versus ETF.
Crypto Tax Lot Identifier
Free crypto tax lot calculator for FIFO, LIFO, and HIFO cost basis assignment. Track capital gains and losses on every crypto disposal with detailed lot matching.
Paycheck Withholding Optimizer
Free W-4 withholding calculator. Estimate per-paycheck federal tax withholding, take-home pay, and projected year-end refund or amount owed based on your salary, filing status, and W-4 entries.
Tax Bracket Calculator
Free marginal and effective tax rate calculator. Enter your income, deductions, and filing status to see your tax bracket, total federal tax owed, effective rate, and how much more you can earn before the next bracket.