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?

 
   
   
Thomas A. Newman & Associates
1022 W North Blvd • Leesburg, FL • 34748
Phone: 352-728-1122 or 1-800-728-5088 • Fax: 352-728-1217
• pwatson@woodburyfinancial.net

*Securities and Advisory Services offered through Woodbury Financial Services, Inc. Members of FINRA/SIPC and Registered Investment Advisor. “Newman and Associates, PA”  and Woodbury Financial Services Inc., are not affiliated entities.This communication may not be construed as a solicitation to buy or sell any security. Investment in any security involves risk, including the possible loss of principal. Information relating to securities is intended for use by individuals residing in Connecticut, Florida, Georgia, North Carolina, Ohio and and Pennslyvania only.

 
 

 

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