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?

 
   
   
Capstan Financial Consulting Group
500 South Washington Blvd., Suite 100 • Sarasota, FL • 34236
Phone: (941) 256-9300 Toll Free (800) 515-8176 • Fax: (941) 256-9301
• Tiki.Mckelly@CapstanFCG.com