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?

 
   
   
Legacy Investments & Insurance Services
119 Wilburn Rd, Suite 100 Sun Prairie, WI 53590
Phone: (608) 327-4075 Fax: (608) 834-9756


Homer Braden, President
hbraden@1stallied.com

Christopher Fouts, Registered Sales Representative
cfouts@1stallied.com

Sandra Braden, Branch Operations Manager
sbraden@1stallied.com