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 A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.