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?

 
   
   
Stifel Nicolaus
5181 Cascade Road SE Grand Rapids, MI 49546
Phone: Direct (616) 224-1560 Toll-Free (866) 588-7908
fugerj@stifel.com