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?

 
   
   
Flaherty Financial
1099 South Kenyon Road Fort Dodge, IA 50501
Phone: 515-576-5193 Fax: 515-576-5194
jimf@frontiernet.net jmick@frontiernet.net

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Securities (and investment advisory services) are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC is not affiliated. Additional products and services may be available through James Flaherty or J. Mick Flaherty that are not offered through AIC.