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?

 
   
   
Kelly Financial Advisors, LLC
810 E. College Parkway Annapolis, MD 21409
Phone: 1-800-GET- 401K or 410-349-3806 Fax: 410-349-3807
mkelly@tfamail.com jscalco@tfamail.com pharvey@kellycos.com