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?

 
   
   
Salvatore Gambino, John D. Fenimore
510 Broadhollow rd. Suite 104 • Melville, NY • 11747
Phone: (888)747-5679
Direct: (516)512-6116		 • Fax: (516)512-6117
• sgambino@lisinvestments.com jfenimore@lisinvestments.com

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