Financial Advisors

Investor Education
 
Tax Equivalent Yield Calculator
What is your tax-free yield?
Select your state and the maximum applicable state tax rate

Select your federal tax rate

 

Your taxable equivalent yield*


*The Taxable Equivalent Yield calculator does not take into account the alternative minimum tax (AMT) or any intangible taxes. The results should be used as a guideline only.
Consult your accountant, attorney or tax advisor for specific tax information.

The taxable equivalent yield is defined as :

Tax-Free Yield
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1 - Combined Federal and State Tax Rate.

Combined federal and state tax rate = federal tax rate + (state tax rate X (1 - federal tax rate))