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?

 
   
   
J. Michael Advisors
4099 McEwen Rd., Suite 150 Dallas, TX 75244-5053
Phone: 972-490-9400 Toll-Free: 866-466-6943 Fax: 972-490-3338
mikeham@fifsmail.com