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?

 
   
   
Bernard M. Sullivan Insurance Agency Inc
12 Market St.
PO BOX 568		 • Ipswich, MA • 01938
Phone: (978) 356-5511 • Fax: (978) 356-3998
• pcomo@securitiesmail.com

Securities offered through representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of CA, DE, MA, NH and ME and advisory services to residents of MA.  Lincoln Finncial Securities Corporation is not affilliated with Bernard M. Sullivan Insurance Agency, Inc.