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?

 
   
   
Sound Financial Planning
425 Commercial Street, Suite 203 Mount Vernon, WA 98273
Phone: (360) 336-6527 Fax: (360) 336-6528
wtmorrissey@soundfinancialplanning.net tammy@soundfinancialplanning.net