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?

 
   
   
Congressional Financial Network


10461 White Granite Drive

Oakton, VA 22124


*Appointments available
at any Congressional FCU branch.



**Other locations
available upon request.



Phone: 703.489.1877


Roderick.Day@securitiesamericacom
www.cfcufn.org

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, Roderick Day, Registered Representative(s). Congressional Federal Credit Union and Congressional Financial Network are not affiliated with Securities America, Inc.

Not NCUA Insured. No Credit Union Guarantee. May Lose Value.

Securities licensed in:  AL, AR, CA, DE, FL, HI, ID, ME, MD, MI, NJ, NM, NC, PA, SC, SD, VA, DC

Insurance licensed in:  VA, DC, MD