Tools
Tax Evaluator
Size the one-time tax cost of moving a taxable account into a tax-aware model, and weigh it against the ongoing benefit.
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Estimated transition cost
$58,310
4.66% of total account value, realized in the year of transition.
Positions sold
$875,000
Realized gain
$245,000
Retained in kind
$375,000
Tax-Aware Blend — Conservative
Seeks after-tax total return by pairing municipal fixed income with tax-managed equity exposure.
Illustrative estimate. Does not account for wash sales, state tax, loss carryforwards, or multi-year sequencing.