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Tax-Deferred Savings

What are the Advantages of Tax-Deferred Accumulation?

This calculator is designed to help you estimate the potential future value of tax-deferred investments vs. taxable investments using an identical hypothetical annual rate of return.

Input

1. How much have you saved so far?

$

2. How much do you intend to set aside each year?

$

3. For how many years will you save this amount?

4. What pre-tax annual return do you expect on these savings (0 to 12 percent)?

%

5. What is your marginal tax bracket?

All return assumptions are for the purposes of tax planning and are hypothetical. They do not represent any actual investments.

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