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?

 
   
   
Miguel A. Palma, CPA
11840 Dublin Boulevard Dublin, CA 94568
Phone: (925) 307-5454
(408) 295-4963
Fax: (925) 828-4991
cpa@mpalma.com

Miguel Palma is a life insurance agent in California (CA Lic # OD26263.)

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