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?

 
   
   
Dean Charles Associates, Inc
285 N. Sycamore Street Newtown, PA 18940
Phone: (215) 860-2948 Fax: (215) 860-0263
www.deancharles.pfyfn.com 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.