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?

 
   
   
Investment Insurance Coordinators, Inc.
848 Dominion Dr. #100 • Katy, TX • 77450
Phone: (281) 578-9293 • Fax: (281) 398-0528
• mmcgee@htk.com

*Mr. McGee is a Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend, & Kent, Inc., (HTK), a Registered Investment Advisor and Member FINRA/SIPC, 717 South Coppell Road, Coppell, TX 75019, (972) 751-5454.  Investment Insurance Coordinators, Inc., is independent of HTK.

Mr. McGee is insurance and securities licensed in our resident state of Texas, as well as additional states.  For additional licensing information please contact our office at (281) 578-9293.  This is not an offer or solicitation for any state where representatives are not licensed. 

 

A1CD-0105-06

 

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