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?

 
   
   
Berrall Kons Group of Wells Fargo Advisors - Waukesha Financial Advisors
20800 Swenson Dr. Suite 200 Waukesha, WI 53186
Phone: (262) 798-3787
(800) 323-1410
Fax: (262) 798-3595
casey.berrall@wfadvisors.com matthew.kons@wfadvisors.com william.berrall@wfadvisors.com jaclyn.pappalardo@wfadvisors.com