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?

 
   
   
Dixie L. Powell & Co. - Rock Solid Planning
635 17th Street • Vero Beach, FL • 32960
Phone: 772-778-8006 • Fax: 772-778-0604
• info@dixiecpa.com

Dixie L. Powell, CPA, CFP® is a registered representative registered to transact business with clients in Florida. Dixie L. Powell, CPA, CFP® is advisory licensed in the Florida. Dixie L. Powell, CPA, CFP® is also an insurance agent licensed in Florida. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value