Retirement calculator
Tax Diversification Score
We score how evenly your savings are spread across three tax treatments — taxable, tax-deferred, and tax-free. More balance generally means more flexibility to manage taxes in retirement.
82
Tax Diversification Score
Confident
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Every visitor who runs the Tax Diversification Score can be identified — a verified email at minimum, often a full name and postal address — and added to your prospects in ProspectMatch. No form fill required.
The method
How it works
01
We compute each bucket's share of your total savings.
02
The score rewards balance: it is highest when the three shares are close and lowest when everything sits in one bucket.
score = round(100 × (1 − (maxShare − minShare))), where shares are each bucket ÷ total.
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