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?

 
   
   
Independence Financial, LLC
222 Ohio St. • Oshkosh, WI • 54902
Phone: (920) 236-6587
1 (800) 858-9046		 • Fax: (920) 236-6589
• info@IndependenceFinancialLLC.com

Walter Scott, CLU (Registered Representative) and Michael Scott, CLU, CFP (Registered Representative and Investment Advisor Representative) offer securities and investment advisory services through Hornor, Townsend, & Kent, Inc. (HTK) Registered Investment Advisor, Member FINRA/SIPC.  HTK does not offer tax or legal advice.  1030 W. Higgins Rd. Suite 212 Park Ridge, IL 60068 Phone (800) 607-3300.

Independence Financial, LLC is independent of HTK.  All Products may not be available in all States.
 

Securities licensed in:

AZ, CA, CO, FL, IA, IL, MD, MI, MO, NC, NJ, PA, UT, VT, WA, WI		            Insurance licensed in:

AZ, CA, CO, FL, IA, IL, MD, MI, MO, NC, NJ, PA, UT, VT, WA, WI

This is not an offer or soliciation in any state where not properly licensed or registered.

 

A1RB-1130-02

 

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