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?

 
   
   
Russ Watson, russwatson.com
201 Ditto St. Ste A
P.O. Box 180		 • Archbold, OH • 43502
Phone: 800-686-2598 /
Local calls 419-446-2598		 • Fax: 419-446-9390
• russell.watson@pesmail.com; kirk.weldy@pesmail.com

"CHALLENGES CAN MAKE US TOUGHER OR BETTER . . .

OR THEY CAN TAKE US DOWN"  - Unknown

 

 

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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer and member FINRA/SIPC, 2801 Highway 280 S. Birmingham AL 35223 (800) 288-3035.Russ Watson Insurance Agency and Financial Planning is independent of ProEquities, Inc.