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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
Clark and Associates
288 Main Street • Cornwall , NY • 12518
Phone: 845.534.2110 or 800.777.1391 • Fax: 845.534.2008
www.clarksmarketadvice.com • randolph.clark@investfinancial.com

INVEST Financial Corporation (INVEST), member FINRA, SIPC a registered Broker Dealer and Registered Investment Advisor, is not affilliated with Clark & Associates. Securities, advisory services and insurance products are offered through INVEST and affilliated insurance agencies. INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal advisor for guidance on your particular situation. 

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