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?

 
   
   
Financial Services in San Diego - Shusterman Financial Services located in Rancho Bernardo
11545 W. Bernardo Court Suite 202 San Diego, CA 92127
Phone: 858-676-3300 Fax: 858-676-3308
ericka@shustermanfinancial.com

*Registered Principal offering securities and investment advisory services through SagePoint Financial, Inc., a registered broker-dealer member FINRA/SIPC & registered investment advisor. Insurance services offered through Shusterman Financial Services, who is not affiliated with SagePoint Financial, Inc.

CA Insurance License 0744247

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