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?

 
   
   
Michael R. Cowart & Associates
3662 Dauphin Street - Suite C Mobile, AL 36608
Phone: (251) 342-0446 Fax: (251) 342-0449
mcowart@cowartassociates.com

 

Securities offered through ProEquities, Inc., a Registered Broker-Dealer, and Member FINRA & SIPC . Michael R Cowart & Associates is independent of ProEquities, Inc.