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?

 
   
   
First State Financial Management
225 East Columbia Street Farmington, MO 63640
Phone: 573-756-8971 or 1-800-748-7169 Fax: 573-756-3431
ccrites@fsfmonline.com

 

Member:  FINRA & SIPC

FSFM is an affiliate of First State Community Bank due to common ownership.

No bank guarantee ♦ Not FDIC insured ♦ May lose value

www.fsfmonline.com

 

 

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