Keep more of your investment returns after tax.
What it does
Guides investment tax planning so users can choose account placements, conversions, and withdrawals that improve after-tax outcomes.
When to use it
Use for questions about asset location, Roth conversions, tax-efficient withdrawals, tax lot selection, or charitable gifts of appreciated securities.
How to use it
Give it an investment tax question; it returns guidance supported by tax concepts, formulas, and worked examples.
Latest review
What you need · 2
The bundled calculation script requires Python 3.11 or newer; consulting the written reference does not require running it.
Enables running the bundled calculation demo with automatic dependency resolution.
Access · 1
This skill
numpy
Execute
Installs calculation dependencies with uv