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?

 
   
   
Harlan Miller & Associates
259 Regency Ridge Drive • Dayton, OH • 45459
Phone: (937) 436-0400 • Fax: (937) 436-7984
• hmiller@walnutstreet.com

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 Harlan V. Miller is a Registered Representative of Walnut Street Securities, Inc. (WSS) Securities offered through WSS, Member FINRA/SIPC. Harlan Miller & Associates and Regency Financial LLC are not subsidiaries or control affiliates of WSS. Securities activities are supervised from a WSS office located at 6200 Rockside Rd., Suite 100, Cleveland OH 44131 (888) 401-2980

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