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💵 Free Calculator
Investment Tax Drag Calculator
Estimate how annual taxes on dividends, interest, and realized gains may reduce long-term investment growth.
Investment Assumptions
Starting Investment
Monthly Contribution
Expected Annual Return (%)
Dividend Yield (%)
Interest Income Yield (%)
Annual Realized Capital Gains (%)
Tax Assumptions
Dividend Tax Rate (%)
Interest Tax Rate (%)
Capital Gains Tax Rate (%)
Annual Investment Fees (%)
Annual Inflation (%)
Investment Period (Years)
Calculate Tax Drag →
Estimated Portfolio Lost to Tax Drag
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Enter your return and tax assumptions