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IFA Taxes Calculators

Tax Calculators

1040 Tax CalculatorEnter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected tax withholding for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Charitable Giving Tax Savings CalculatorUse this calculator to determine your potential tax savings with a tax deductible gift to charity. This calculator sorts through the tax brackets and filing options to estimate the actual tax savings of your charitable gift.
Estate Tax Planning CalculatorKnowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Social Security Taxable BenefitsUse this calculator to determine if any of your Social Security benefits are taxable.
Required Minimum Distribution (RMD)Use this calculator to determine your Required Minimum Distribution (RMD).

IFA Taxes
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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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