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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
Debra A. Weiner
4 W. Red Oak Lane • White Plains, NY • 10604
Phone: (800) 223-9065
(914) 694-8606		 • Fax: (914) 694-5490
www.debraweiner.com • debra.weiner@stifel.com

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