Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset. Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk. Surprises Making the most of surprises is a great reason to work with us.