Saturday, April 27, 2013

Tax Calculators & Tools / These tools will help you better assess and calculate the tax implications of your investments.

From Fidelity comes Tax Calculators & Tools.   These tools will help you better assess and calculate the tax implications of your investments.



All tax calculators & tools

NameDescription
Charitable Planning CalculatorOpens in a new window.Learn how planned giving can help increase your charitable impact.
Fidelity Income Strategy Evaluator®Find a right mix of income-producing investments to meet your needs in retirement.
Grant CalculatorOpens in a new window.Estimate proceeds and tax implications before exercising stock options.
IRA Contribution CalculatorOpens in a new window.Estimate how much you may be able to contribute to your IRA this year and how much might be tax-deductible.
Minimum Required Distribution (MRD) CalculatorOpens in a new window.Determine your required retirement account withdrawals after age 70½.
Price-Yield CalculatorOpens in a new window.Calculate the estimated yield or price of a bond, including accrued interest, invoice price, yield-to-maturity, and yield-to-call.
Retirement Income PlannerIf you’re within five years of retirement or already retired, use this tool to create a comprehensive plan to help make your money last by projecting out your expenses against potential income sources in different kinds of market conditions.
Retirement Quick CheckIf you’re more than five years from retirement, use this tool to project how much you’ll need, compare it to what you’re on track to have, and identify changes you can make today to address any shortfall.
Securities Donation CalculatorOpens in a new window.Estimate the potential federal income tax deduction of donating to charity appreciated securities held longer than one year.
Tax Equivalent Yield CalculatorOpens in a new window.Compare the yield between taxable and tax-exempt bonds.

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