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?

 
   
   
MWT Investment Group, LLC
3057 West Market Street, Suite 100 Akron, OH 44333-3625
Phone: (330) 564-1700
Toll-Free: (877) 246-5223
Fax: (330) 564-1701
rmonsell@wfafinet.com mwracher@wfafinet.com wthomas@wfafinet.com nstasiewski@wfafinet.com dnorris@wfafinet.com