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?

 
   
   
Kiefer Financial Group
7501 Lemont Rd - Suite 200 Woodridge, IL 60517
Phone: 630-963-0500 Fax: 630-963-0502
bertha.aguirre@lpl.com brian.kiefer@lpl.com michael.labedz@lpl.com ed.loconte@lpl.com brian.page@lpl.com

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