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?

 
   
   
Potomac Financial Group www.pfgroup.org
18310 Montgomery Village Avenue, Suite 420 • Gaithersburg, MD • 20879
Phone: 301-948-3900 • Fax: 301-948-8806
• jim.ruth@investfinancial.com

 

 

 

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