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?

 
   
   
Stephen Shepherd | Scottsdale Wealth Advisors | Retirement Planning Specialists
17470 N. Pacesetter Way Scottsdale, AZ 85255
Phone: 480-664-6060 Toll Free: 877-815-8636 Fax: 480-422-4407
steve@scottsdalewealthadvisors.com