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?

 
   
   
Shield Financial Solutions
2600 East Bidwell Street, Suite 260 Folsom, CA 95630
Phone: (916)369-0878 Fax: (916)985-3376
dave@shieldfinancialsolutions.com

Securities offered through Securites America Inc., a Registered Broker/Dealer Member FINRA/SIPC and Advisory Services offered through Securities America Advisors Inc., an SEC Registered Investment Advisor, David Hartman, Representative. CA Insurance Lic # 0B52518. Shield Financial Solutions and the Securities America companies are not affiliated. Securities licensed in AL, AZ, CA, CO, FL, ID, MO, NY, VA, WA.  Advisory licensed in CA. Insurance licensed in CA.