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?

 
   
   
Michael R. Lampert, Chartered Financial Consultant
1925 Century Park East, Suite 400 • Los Angeles, CA • 90067
Phone: 310-551-3125, extension 239 • Fax: 310-551-0327
www.michaellampert.com • mlampert@prbinc.com

Securities and advisory services offered through Ameritas Investment Corp, (AIC), member FINRA/SIPC. AIC and PRB Insurance and Financial Services are not affiliated. CA Insurance License #0763523

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security,request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of California, Florida, New Jersey, New York, Ohio and Oklahoma.