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 Planning - Columbus, Ohio - Lucas Financial Services Inc
947 Worthington Woods Loop Worthington, OH 43085
Phone: 614-840-9770 Fax: 614-840-9773
scott@lucasfinancialservices.com

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc.  A Registered Investment Advisor.  Securities offered through ProEquities, Inc.  A Registered Broker/Dealer, Member FINRA/SIPC.  Lucas Financial Services, Inc. is independent of ProEquities.

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