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?

 
   
   
Morris, Pool & Associates, LLC Dayton, Ohio Financial Advisors
4489 Far Hills Avenue Kettering, OH 45429
Phone: 937-853-7527 Main
937-853-7529 Mark
937-853-7528 Phil
Fax: (937) 853-7533
charlie@morrispool.net mark@morrispool.net phil@morrispool.net kelly@morrispool.net patty@morrispool.net judy@morrispool.net