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?

 
   
   
Business Financial Group
400 North Loop 1604 East Suite 110 • San Antonio, TX • 78232
Phone: 888-757-2104
(210) 495-8474		 • Fax: (210) 495-8499
www.businessfinancialgroup.com • info@bfgonline.com
4My Account!
Securities and advisory services offered through Commonwealth Financial Network. Member FINRA/SIPC, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, IA, KS, MN, MO, NM, OK, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.