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?

 
   
   
D. Martini & Associates Inc. A full service financial services firm.
2625 S. Miller St. Suite 106 Santa Maria, CA 93455
Phone: 1-888-934-5244 Fax: 805-934-5344
Dee.Martini@lpl.com