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?

 
   
   
Platinum Financial Associates, Inc. for Financial Services and Wealth Management Services
1064 104th Street • Naperville, IL • 60564
Phone: 630-548-9600 • Fax: 630-548-9604
• invest@pfinvest.us

Susan S. Lewis is a registered representative registered to transact business with clients in Alabama, Arizona, California, Florida, Illinois, Indiana, Michigan, Missouri, Montana, Nebraska, New Jersey, South Carolina and Texas. Susan S. Lewis is also an investment advisory representive licensed in Illinois and California. Susan S. Lewis is also an insurance agent licensed in Illinois and Montana. Diane Williams is a representative registered to transact business with clients in Arizona and Illinois. Diane Williams is also an investment advisor representative licensed in Illinois and is insurance licensed in Illinois.   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

Platinum Financial Associates Inc. is not a registered broker dealer or independent investment advisory firm.