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?

 
   
   
Erickson Wealth & Tax Management
200 1st Avenue West Suite 401 Seattle, WA 98119-4299
Phone: 206-284-9900 Fax: 206-289-5900
www.curtcpa.com curt@curtcpa.com

Fee-based investment management and hourly fee planning are offered by W Curtis Erickson, PS Inc. dba -Erickson Wealth And Tax Management, CPAs and a Washington State Registered Investment Advisor.

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