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?

 
   
   
Pilot Financial Advisors
1010 N. Elm Street • Greensboro, NC • 27401
Phone: 336.272.9712 • Fax: 336.273.4348
• lshull@pilotfa.com

*Securities and advisory services are offered through representatives of Lincoln Financial Securities  Corporation, Member FINRA/SIPC to residents of states in which they are properly licensed and registered.

Lincoln Financial Securities Corporation is not affiliated with Pilot Financial Advisors.