Tax-Deferred Savings  
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.
     

How much have you saved so far?

$

How much do you intend to set aside each year?

$

For how many years will you save this amount?

What pre-tax annual return do you expect on these savings (0 to 10 percent)?

%

What is your marginal tax bracket?

 
   
   
David Fontaine, CERTIFIED FINANCIAL PLANNER™
9010 SW 137th Ave, Suite 233 • Miami, FL • 33186
Phone: (305) 386-7667 • Fax: (305) 386-7638
• david.fontaine@raymondjames.com

 


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