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?

 
   
   
Ken Byers & Associates
7710 Shawnee Run Road • Cincinnati, OH • 45243
Phone: (513) 561-0011 • Fax: (513) 561-7275
• ken@kenbyers.com

Fee-based planning offered through CFC Agency, Inc. a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431 * 1-800-765-5201 CFC Agency, Inc., and Ken Byers & Associates are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.


Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as (insurance professionals, financial planners, investment advisors).