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?

 
   
   
Hourglass Insurance Services, Inc.
1649 Route 12, Suite 2 Gales Ferry, CT 06335
Phone: 860-464-0121 Fax: 860-464-0773
julieb@his-biz.com

Advisory Services are provided through Creative Financial Designs, Inc., a registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, Member FINRA & SIPC | 2407 South Goyer Road, Kokomo, IN 46902 | (765) 453-9600 | cfd Investments and Creative Financial Designs are not affiliated with Hourglass Insurance Services

 

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