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?

 
   
   
Advanced Financial Group
9 Maple Street, Suite 1 West Boylston, MA 01583
Phone: 508-845-4400 Fax: 508-845-4402
rshaw@investorscapital.com dcudworth@investorscapital.com