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?

 
   
   
The Junk Investment Group
4 North Park Drive
Suite 510		 • Hunt Valley, MD • 21030-1810
Phone: (410) 584-8100
(866) 583-5588 Toll-free		 • Fax: (410) 584-8590
• website@junkinv.com

Securities offered through Securities America, Inc., Member FINRA/SIPC, I. Richard Junk, CFP®, CLU, Registered Principal, and Cassandra Junk and Michael Junk, CFS, Registered Representatives. Advisory services offered through The Junk Investment Group. I. Richard Junk, Cassandra Junk, and Michael Junk, Investment Advisor Representatives. The Junk Investment Group and Securities America, Inc. are separate entities.