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 Question Thank you! Oops! Related Content Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.