Tax Drag: The hidden cost of taxes on investment returns can dramatically reduce long-term wealth accumulation. This calculator compares a fully taxable account with a tax-managed approach to quantify the impact over time.
Investment Parameters
Annual Tax Drag
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Total Tax Savings (Managed)
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Extra Wealth Created
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Fully Taxable Account
Gross Return-
Annual Dividend Tax-
Annual CG Tax (Turnover)-
Net After-Tax Return-
Total Accumulation-
After Final Liquidation Tax-
Tax-Managed Approach
Gross Return-
Annual Dividend Tax-
Annual CG Tax (Low Turnover)-
Net After-Tax Return-
Total Accumulation-
After Final Liquidation Tax-
Growth Comparison: Tax Drag Over Time
Disclaimer. Third-party product names and methodology names are the property of their respective owners. Reference does not imply endorsement or affiliation. This tool is the work product of Nate Cocco; the analysis is reviewed by Nate before any client recommendation.