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?

 
   
   
John Olson, www.olsonfinancial.com
249 John Knox Road Tallahassee, FL 32303
Phone: 850-385-7159 Fax: 850-385-7163
info@olsonfinancial.com

Securities and investment advisory services offered by registered representatives and investment advisor representatives, respectively, of Tower Square Securities, Inc.(TSS) Member FINRA/SIPC and a registered investment advisor. Olson Insurance & Financial Services, Inc. is not affiliated with TSS.

We have representatives licensed for the sale of securities in AL, CA, FL, GA, NC, SC, TN, TX & VA and are licensed in the states of AL, FL, GA & NC for the sale of insurance products. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states.  Please contact this office for further information.

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