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?

 
   
   
mcnealcpa.com,accounting,investments,taxplanning
116 South Main Street, Suite C • Tipton, IN • 46072
Phone: (765) 675-8030 • Fax: (765) 675-9405
• mmcneal@mcnealcpa.com

 *Max K. McNeal is a registered representative and is advisory licensed registered to transact business with clients in Indiana, Florida, and Georgia.  Max K. McNeal is also an insurance agent licensed in Indiana.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.  Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. 

Investments & Insurance Prodeucts: Are not insured by the FDIC or any federal government agency. Are not deposits of or guaranteed by the bank or any bank affiliate. May lose value.

McNeal & Company, CPAs is not a registered broker/dealer or independent investment advisory firm.