📈 How much tax will you pay when cashing out investments?
Reviews
Reviews of How much tax will you pay when cashing out investments?
Finn
This calculator helps you estimate the capital gains tax you'll owe when cashing out a portion of your investment portfolio. It adds meaningful formula logic beyond the original view by correctly calculating proportional gains and including a gross-up calculation to find exactly how much you need to sell to hit a net cash target. Keep in mind that the math assumes you are selling a proportional slice of your entire account's gains; if your brokerage allows you to choose specific tax lots to sell, you might be able to lower your actual tax bill.
Reviewed v26.7.0
Jul 24, 2026
See more views
Will I owe capital gains tax when I sell my home?
Applies the Section 121 exclusion — up to $250,000 of gain tax-free, or $500,000 filing jointly — to your sale numbers and shows whether selling now triggers tax or whether waiting to qualify wipes it out.
Compare the financial outcomes of paying off your home mortgage early versus investing those funds, factoring in tax deductions and potential returns.
Evaluate whether an SBLOC or selling investments is the optimal strategy for your home down payment, considering interest, taxes, and market risk.