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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
Sterling Financial Svcs
1111 Civic Dr., Ste 330 • Walnut Creek, CA • 94596
Phone: 925-932-5511
www.SterlingFS.net

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

 

Sterling Financial Services is a Registered Investment Adviser.  Investment Adviser Representatives of Sterling Financial Services, Inc may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.  Securities licensed associates of Sterling Financial Services are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC.   Sterling Financial Services and NPC are separate and unrelated companies


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