Sell vs. Exchange

The cost of paying the tax now: both paths compound at the same assumed rate; the exchange starts with more capital working.

Net equity from the sale

Estimated tax bill if you sell outright

Assumed annual total return (%)

Holding horizon (years)

This is arithmetic, not a projection: real investments do not return a fixed rate, distributions and fees differ between paths, and the deferred liability generally survives inside the exchange.

This calculator is a simplified educational illustration, not tax or investment advice. It uses the figures you enter and standard federal rates without your full tax picture (basis adjustments, carryforwards, AMT, state specifics, and filing details are not modeled). Actual results are determined by your tax returns as prepared by your CPA. Review the PPM for any investment you consider and confirm every figure with your CPA and attorney before acting.

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