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?

 
   
   
Financial Strategies
1220 28th Avenue North Fargo, ND 58102
Phone: (701) 234-0103 Fax: (701) 234-0106
craig@finstrat.com dannie@finstrat.com tawna@finstrat.com

Securities Offered Through NorthStar Financial Partners, Inc (NSFP) Member FINRA/SIPC. Advisory Services Offered Through Financial Strategies Group, Inc (FSG) A Registered Investment Advisor. NSFP is independent of FSS.

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