Compare how fees and expenses can reduce returns. Analyzing 529 College Savings Plan Fees and Expenses, from the Financial Industry Regulatory Authority, Inc.Form 990-N (e-Postcard) filers and filings.Organizations whose federal tax exemption was automatically revoked for not filing a Form 990-series return or notice for three consecutive years, or.Organizations eligible to receive tax-deductible contributions (Pub. See ( below).įrom the IRS, Tax Exempt Organization Search is an on-line search tool that allows users to verify that an organization is tax exempt and check certain information about its federal tax status and filings. Use this calculator for taxable-equivalent yields on savings accounts or CDs. Bond yield calculator, from Ĭompare bond yields for different tax treatments: Boglehead tfb's Bond Fund Yield Calculator.The yield to maturity of a bond is the total return it will earn if held to maturity, assuming all interest is reinvested at that same rate.Yield to Maturity (from Morningstar) - requires Morningstar membership.US Savings I Bond Value and Interest Rate Calculator (from Savings-Bond-Advisor).Department of Treasury, your tax dollars at work) Savings Bond Calculator (from the U.S.For backtesting of portfolios of index funds and ETFs that are available to European investors. Historical data for popular portfolios and interactive calculators for studying your own personal asset allocation from different perspectives. Portfolio Charts, by forum member Tyler9000.For backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis. Portfolio Visualizer, by forum member pvguy.Acting as a reference for historical returns, and enabling the analysis of custom portfolios based on such historical data. Simba's backtesting spreadsheet, a Bogleheads community project.15 RMD (Required Minimum Distribution) calculators.
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