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?

 
   
   
General Financial Services Inc.
524 Mosher Street, Suite 100 Mount Pleasant, MI 48858
Phone: (989) 773-9735
Toll Free: (877) 263-9089
Fax: (989) 772-4127

Securities and advisory services offered through SII Investments, Inc. (SII), member FINRA, SIPC and a Registered Investment Advisor.  SII and General Financial Services are separate companies.  SII does not provide tax or legal advice.


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