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 PLANNING UNLIMITED, INC.
4545 N. 12th Street • Phoenix, AZ • 85014
Phone: 602-274-0371 • Fax: 602-274-5171
• info@fpuinc.com

Jeff C Peterson is a registered representative of ProEquities, Inc. Securities offered through ProEquities, Inc. a registered broker/dealer and member FINRA and SIPC. Jeff C Peterson is an Investment Advisor Representative with advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor (800) 288-3035 ProEquities home office is located at 2801 Highway 280 South, Birmingham, AL 35223 Financial Planning Unlimited, Inc. is independent of ProEquities, Inc. Jeff C Peterson holds Series 7, 24, 63, and 66 in AZ, CA, KS, KY, NM, TN, TX, UT, VA, WA, WI.