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?

 
   
   
Wornel Simpson
Sacramento, CA 95864
Phone: (916) 446-7099 Fax: (916) 446-0725
wornel@wornelsimpson.com

Securities and investment advisory services offered through FSC SECURITIES CORPORATION, member FINRA/SIPC and a registered investment advisor.  Wornel Simpson is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.