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Note: This tool works best on desktop screens.

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Expected Wealth Gain to Horizon (Risk-Adjusted):

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GLOSSARY

When capital gains rates are expected to go up, is it better to realize gains and pay tax now, or defer and pay tax at a higher rate in the future? The answer depends on many variables, with horizon often being the most critical. This calculator jointly solves for the amount of gain to realize today, and the allocation to the risky asset going forward, which maximize the investor's risk-adjusted wealth. Please don't hesitate to be in touch with any questions or suggestions.

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