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?

 
   
   
Catalina Investments Emerson Wiser & Conrad Corcoran Sue Lubbers
1660 E River Road Suite 180 Tucson, AZ 85718-5743
Phone: 520-298-1900 Fax: 520-879-9979
slubbers@cfiemail.com