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?

 
   
   
Financial One
4550 Post Oak Place Dr.
Ste. 228
Houston, TX 77027
Phone: 713-686-1400 Fax: 832-202-0212
beldridge@americanportfolios.com

Securities offered through American Portfolios Financial Services, Inc.

Member: FINRA/SIPC

Clearing Agent: BEAR STEARNS Securities Corp.

Supervising Branch: 9235 Katy Freeway, Ste. 206: Houston, TX 77024, 713-465-5057

*Investment Advisory Services offered through American Portfolios Advisors, Inc. (RIA)