TOOLS

Tax Savings Estimator

Estimate potential tax savings from strategies like QCDs, deduction bunching, HSA contributions, and maximising retirement account contributions.

Your Situation

Filing Status

Gross Annual Income ($)

Age Affects QCD eligibility and catch-up limits

Marginal Tax Rate (%)

Annual Charitable Giving ($)

Other Itemised Deductions (mortgage interest, SALT, etc.) ($)

Current 401k Contribution (% of income)

HSA Coverage

Current Annual HSA Contribution ($)

Results

Enter your information to see estimated savings from each tax strategy.

Estimates are based on federal tax rules only and do not account for state taxes, AMT, phase-outs, or other factors that may affect your situation. This is for educational purposes only and does not constitute tax advice. Consult a qualified tax professional.

Tax Savings Estimator

Your Situation

Results

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