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?

 
   
   
Anita J Patel
52 Michael Dr., Suite 10 • Campbell, CA • 95008
Phone: (408) 660-3172 • Fax: (888) 374-3173
• Anita@AnitaJPatel.com

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