Check the background of this financial professional on FINRA's BrokerCheck Wu Wealth Management Home About Us Resources Contact Us 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. Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. "Wu Wealth Management" is a marketing name. CA Insurance License: 0E14412 This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, KS, MD, NV, NJ, NY, OR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Site Map Check the background of this financial professional on FINRA's BrokerCheck