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?

 
   
   
BAILEY FINANCIAL PLANNING
992 E State St Salem, OH 44460
Phone: 330-337-7720 Fax: 330-337-7720
sbailey@americanportfolios.com

Securities offered through American Portfolios Financial Servies, Inc.  Member FINRA/SIPC.  Advisory Services offered through American Portfolios Advisors, Inc.  A registered investments advisor.  Bailey Financial Planning is independent of APFS and APAI.