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?

 
   
   
Preferred Financial Strategies, Inc.
136 Gateway Blvd., Suite C
(P. O. Box 5366 - mailing address)
Mooresville, NC 28117
Phone: 704 / 658-1040 Fax: 704 / 973-9717
Info@FinancialStrategiesforLife.com