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?

 
   
   
DDownsFinance
243 A Shipley Street • San Francisco, CA • 94107
Phone: 415-875-9427
Toll free 888-792-6580
Cell phone: 510-388-9305 		• Fax: 415-875-9427
• denisedowns@ddownsfinance.com

 

Securities and advisory services offered through KMS Financial Services Inc.,  
2001 Sixth Avenue, Suite 2801, Seattle, WA  98121-9833  (206) 441-2885 

Investment regulations including SEC and FINRA (www.finra.org) registration requirements limit the dissemination of information on investments and services.  Therefore, access to this site is intended for and limited to individuals residing in the states in which Denise Downs is FINRA and/or SEC Registered or exempt.  Denise is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states.  This office, through Denise Downs, is registered for securities business with residents of CA, WA, MT, AK, and VA.  Likewise, fee-based advisory services are available to residents of CA and WA.  By proceeding further you acknowledge that you have read the disclosures above and that you area a resident in a state in which we are registered to conduct business.   

 

 

 

 

 

 

 

 

"Securities and advisory services offered through KMS Financial Services, Inc." 

Past performance is not indicative of future results.

 

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