Use our free calculators to help plan your financial life.

Should you want to review these items with a PWL advisor, please reach out and we would be happy to arrange a meeting.

Realize or Defer Capital Gains Calculator

Mature Man Calculating Calculators Numbers Desk

Realizing a large capital gain before June 25 may be tempting, but pre-paying tax now – even at the lower rates – might make you worse-off in the long-run.

We modeled this trade-off and made our model available to the public.