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?

 
   
   
Hurlow Wealth Management Group, Inc. E-mail us at jhurlow@wfafinet.com
Smith & 3rd Office Park
3925 Hagan Street, Suite 300		 • Bloomington, IN • 47401
Phone: 812-333-4726 • Fax: 812-333-8126
• jhurlow@wfafinet.com