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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
Straub & King Retirement Planning
2359 Perimeter Pointe Pkwy.
Ste. 175
Charlotte, NC 28208
Phone: (704) 357-8700 or toll free (888) 325-PLAN Fax: (704) 357-8300
www.douglasking.sarep.com