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?

 
   
   
Advantage Financial Group Indianapolis
Advantage Financial Group - Kate Marvel
5435 Emerson Way
Suite 450
Indianapolis, IN 46226
Phone: 317-377-0540 Fax: 317-377-0547



Advantage Financial Group - Grant Stewart
101 E Washington
PO Box 172
Greencastle, IN 46135

Phone: 765-653-2040
Fax: 765-653-1683

kate.marvel@natplan.com vernon.stewart@natplan.com pamela.frayer@natplan.com cornelius.martin@natplan.com

Securities are not insured by the FDIC or any other federal government agency, have no financial institution guarantee, and may lose value.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

 

 

Securities licensed associates of Advantage Financial Group are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Additional advisory services offered through Advantage Investment Management (AIM), a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Advantage Financial Group, AIM and NPC are separate and unrelated companies


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