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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
Legacy Solutions Inc.
200 S. Union Street Kennett Square, PA 19348
Phone: 610-444-9920
Toll Free: 866-444-9952
Fax: 610-444-9918
www.legacysolutions.org ddanese@legacysolutions.org bwinton@legacysolutions.org mstewart@legacysolutions.org jhall@legacysolutions.org

 

Securities and Investment Advisory Services offered through Capital Analysts Incorporated: Member FINRA / SIPC  

Capital Analysts Incorporated and Legacy Solutions Incorporated are independent non-affiliated entities.