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?

 
   
   
Keith W. Andre, Cfp Cpa/pfs
4695 W University Dr McKinney, TX 75071-4816
Phone: 972-548-1040 Fax: 972-562-1099
kandre@swsfinancial.com