This web page contains a live and functional spreadsheet created with
SpreadsheetConverter
. Please enable JavaScript in your web browser for the live calculations to work properly.
SUBMIT
Key Facts
Current Federal Capital Gain Rate
Future Federal Capital Gain Rate
Current Fair Market Value
Basis
Expected Return - current investment
Expected Return - new investment
Cap Gain Harvest Increase (Decrease) Wealth
Increase (Decrease)
Hold Current Investment
Hold
2021
FMV
Basis
Unrealized Gain
Tax Rate
Embedded Tax
After-tax Wealth
Sell Investment - Reinvest Net Proceeds
Sell-Reinvest
2021
FMV
Basis
Unrealized Gain
Tax Rate
Embedded Tax
After-tax Wealth
Update
Reset
Submit