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?

 
   
   
Christopher C. Fess, ChFC, CASL, CLU, ChFEBC
2595 Dallas Parkway, Suite 100-A Frisco, TX 75034
Phone: 972.377.9070 Fax: 214.423.1823