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?

 
   
   
Acker & Associates Inc.
2330 Commonwealth Drive, Suite 200 • Charlottesville, VA • 22901
Phone: (434) 973-9171 or (800) 772-9171 • Fax: (434) 978-3798
• steve@ackerplanning.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of CA, NC, ND, VA.   Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Acker and Associates, Inc. are not affiliated.