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?

 
   
   
Dean Charles Associates, Inc
285 N. Sycamore Street • Newtown, PA • 18940
Phone: (215) 860-2948 • Fax: (215) 860-0263
• barry.gessner@SecuritiesAmerica.com

Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors Inc., Barry Gessner, Representative. Dean Charles Associates, Inc. is not affiliated with any Securities America Company.

Representatives are licensed to discuss and/or sell securities in the following states:  PA, NJ, NY, CA.  Representatives are licensed to discuss and/or sell insurance in the following states:  PA, NJ, NY.  Licensed to offer advisory services in PA and able to offer advisory services in all 50 states through Securities America Advisors Inc.