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Tax Equivalent Yield Calculator
After entering your data, press the tab key to calculate.
What effect do taxes have on the return you earn on your investment (your yield)?
Expected investment rate of return (taxable yield) %
Your tax rate (federal + state + local) %
Your after-tax investment rate of return (a.k.a. after-tax yield) %
What current rate of return would you have to earn on your taxable investment to equal the current rate of return on a tax-deferred product? Earnings are taxable upon withdrawal.*
Tax-deferred product rate of return %
Your tax rate (federal + state + local) %
Equivalent fully-taxable rate of return %