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?

 
   
   
Carpenter Financial Services: Financial Advisor, Retirement, Investments
237 Johns Street Johnstown, PA 15901
Phone: (814) 534-4445 Fax: (814) 534-4449
carpenter@hdvest.net