Taxes & Inflation on Returns

Taxes and inflation quietly shrink returns. See the real rate you actually keep.

Your numbers

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Real after-tax return

What you keep
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After-tax return = nominal × (1 − tax). Real return then adjusts for inflation: (1 + after-tax) ÷ (1 + inflation) − 1.
About this calculator

Taxes & Inflation on Returns

A real after-tax return calculator shows what your investment return is actually worth after taxes and inflation take their share, the return that reflects real purchasing power.

Nominal vs. real

A headline return overstates what you keep. Taxes reduce it first: your after-tax return is the nominal rate times one minus your tax rate. Inflation reduces it again, because rising prices erode the value of your gains. The real after-tax return is what's left, and it's often far lower than the number you started with.

Why it matters

Focusing only on nominal returns can make an investment look better than it is. A 7% return taxed at 20% and eroded by 3% inflation leaves a real return closer to 2.5%. Understanding this helps you set realistic expectations and appreciate the value of tax-advantaged accounts, which remove the tax drag.

How to use it

  1. Enter your nominal (headline) return.
  2. Enter your tax rate on gains.
  3. Enter the inflation rate.
  4. See your real after-tax return.

Frequently asked questions

What is a real return?

A return adjusted for inflation, so it reflects actual purchasing power. A real after-tax return also subtracts the effect of taxes.

How do taxes and inflation affect returns?

Taxes take a share of your gains, and inflation erodes what's left. Together they can turn a solid nominal return into a modest real one.

How can I improve my real return?

Use tax-advantaged accounts to remove the tax drag, keep costs low, and choose investments that historically outpace inflation over time.

See the exact formula and a worked example on our methodology page.

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