Menu Weinrich & Associates, Inc. Tax Deferred Savings What Are the Advantages of Tax-Deferred Accumulation? 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. The amount you have saved so far: 0 25k 50k 75k 100k The amount you intend to set aside each year: 0 5k 10k 15k 20k 25k The number of years you will save this amount: 0 10 20 30 40 The pre-tax annual rate of return you expect on these savings (0% to 10%): 0 2 4 6 8 10 Your federal income tax bracket: 10 12 22 24 32 35 37 Previous Next Calculate This hypothetical example is used for illustrative purposes only. Actual results will vary. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2021 Broadridge Investor Communication Solutions, Inc. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. Site Map