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?

 
   
   
Tom Wood, Investment Advisor, Wealth Management, Annuities Redding, CA www.theadvicecenter.com
1828 South Street • Redding, CA • 96001
Phone: (530) 244-7526 or Remember (530) BIG-PLAN • Fax: Call for Fax
• Tjwood@royalaa.com

Call The Advice Center Today at (530)244-7526 or remember (530) BIG-PLAN for Your Sound Financial Future!

Securities offered through Royal Alliance Associates Inc., Member FINRA/SIPC. Investment advisory services offered through WHJR Associates, a Registered Investment Advisor not affiliated with Royal Alliance Associates. The Advice Center is not affiliated with WHJR Associates or Royal Alliance Associates or registered as a broker-dealer or investment advisor.