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 Directors, LLC
1984 Isaac Newton Square W
Suite 102		 • Reston, VA • 20190
Phone: 703-481-1461
Toll Free: 1-800-385-1718		 • Fax: 703-481-1463
• cbremer@financial-directors.com

Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Financial Directors, LLC and Lincoln Investment are independently owned and each is responsible for its own business.

Supervising office: 218 Glenside Avenue, Wyncote, PA 19095 (800)242-1421