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?

 
   
   
LionsShareFin.com - Retirement Planning, Investment Planning, Insurance
3535 Roswell Road Suite 1 Marietta, GA 30062
Phone: 678-213-5466 Fax: 678-213-2267
sean.kelly@securitiesamerica.com

Lion's Share Financial of East Cobb
3535 Roswell Rd. Ste. 1
Marietta, GA 30062

678-213-5466

Sean Kelly
Registered Representative

Securities offered through Securities America, Inc. Member FINRA/SIPC, Sean Kelly, Registered Representative.  Lion's Share Financial of East Cobb and the Securities America companies are not affiliated. Securities licensed in: CA, FL, GA, IL, MN, OH, SC, TN    Insurance licensed in: FL, GA, MN, NY, SC, TN