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?

 
   
   
SSB Financial Services
242 N. Michigan Avenue Shelby, MI 49455
Phone: 231.861.6053 Fax: 231.861.2468
james.stovall@LPL.com
LPL Financial is an independent, registered broker/dealer and registered investment adviser.  Member SIPC/FINRAFor a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither LPL Financial, nor any of its representatives may give legal or tax advice.