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?

 
   
   
Prosperity Planning - Independent Financial Advice - Kansas City Northland
Prosperity Planning, Inc.
Briarcliff Professional Plaza
1805 NW Platte Road, Suite 100
Kansas City, MO 64150
Phone: (816) 587-7526 Fax: (816) 587-0960
info@prosperityplanninginc.com