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?

 
   
   
floridaFIN
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Phone: 888-661-5398 • Fax: 352-597-0540
• floridaFIN@dougbrainard.com

Securities and investment  advisory services offered through SagePoint Financial, Inc., memberFINRA/SIPC, a registered investment advisor.  floridaFIN, Inc. is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.  floridaFIN is a group of independent insurance, law and accounting professionals that are not affiliated with SagePoint Financial, Inc.  The investment advisors affiliated with floridaFIN are registered to offer securities and investment advisory services through SagePoint Financial, Inc.