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?

 
   
   
Burns Investment Group/Wells Fargo Advisors Financial Network
Farmington Hills Office
27555 Executive Drive, Ste 175
Farmington Hills MI 48331

Naples Office
850 Park Shore Drive, Ste 200
Naples FL 34103
888-363-4546 Phone 855-553-4600 Fax
BurnsInvestmentGroup@wfafinet.com