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?

 
   
   
U.S. Planning Group, Inc.
400 Perimeter Center Terrace NE
Suite 900		 • Atlanta, GA • 30346
Phone: 770-395-9595 • Fax: 877-397-5137
• glenn@usplanning.com

 

U.S. Planning Group, Inc. ® is a Georgia state licensed corporation whose primary business location is Georgia.  Affiliated associates are restricted to offer securities/advice only in certain states for which they are appropriately licensed or registered.  Some registered representatives may not be licensed in all states. Please see the individual representative's website to see where they are licensed to offer services.

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., a Registered Investment Advisor.  Member FINRA, SIPC.  U.S. Planning Group, Inc. and Woodbury Financial Services are unaffiliated entities.