Tax estimation tools on Bogleheads Wiki

I recently came across the tax estimation tools page on the Bogleheads Wiki. I found the information and links useful and think it is likely that other HumbleDollar readers will also.

It was interesting to me to learn to that the AARP free tax calculator that I often use appears to be a licensed version of the current Dinkytown program referenced in the Wiki article with the Dinkytown version being updated more frequently and thus the Boglehead's recommend over the licensed versions. As of yesterday the software has not yet been updated for the 2025 OBBBA tax law changes. I have read that may be coming at the end of September. You can also use the tax estimator at the developer's website for free. Lot's of other useful free financial calculators also at Dinkytown.

For those who like excel spreadsheets there is also one to download from a different developer that has been updated for OBBBA already. I have downloaded but I have not yet dug into the program that but it appears to be comprehensive.

I hope you find this to be a useful reference.

Best, Bill

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Published on September 04, 2025 09:13
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