Here you'll find a capital gains tax calculator, where you can model the cost to sell or hold on to an investment until you have favorable long-term capital gains. Enter your investment information and tax treatment, and the tool will show you the difference between short and long-term capital gains – numerically and visually. Capital Gains […]

Below you'll find an investment calculator, where you can model the future growth of an investment you own (or are considering owning). Enter details about the investment, your time-frame, and your planned future contributions to compute – and optionally graph and visualize – your investment. You can also optionally model your loss of purchasing power […]

On this page is a 401(k) calculator, also useful for modeling a 403(b). Enter details of your current balance, age, salary, and retirement plan plus your employer's details, and the tool will model (or graph) your future savings. 401(k) or 403(b) Planning Calculator Using the 401(k) Calculator A 401(k) plan (or a 403(b) plan for non-profits) is one of […]

On this page is an employee stock purchase plan or ESPP calculator. The tool will estimate how much tax you'll pay plus your total return on an ESPP investment under three scenarios: Holding Period not met, short term capital gains Holding Period not met, long term capital gains Holding period met Employee Stock Purchase Plan […]

Happy November! Welcome back to the DQYDJ Weekender, the least scheduled and most random series on DQYDJ... and probably all the sites you regularly read. There's no substantive post today. I'll hold off on any new posts until after the US elections.  But I do have some updates for you all – I hope you […]