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 Message Thank you! Oops! Related Content Tips for Improving Your Financial Health into Retirement Here are ten key steps to help improve your financial health and make the most of your retirement years. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Are You in the “Sandwich Generation?" Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.