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?

 
   
   
Rathbone Warwick & Daly Investment Consulting of Wells Fargo Advisors
101 S. Capitol Boulevard
Suite 610
Boise, ID 83702
Phone: (208) 333-1433 Toll Free (888) 281-8999 Fax: (208) 333-1376
rwdic@wfadvisors.com