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?

 
   
   
Bill Trembler, www billtrembler.com
One East Broad Street, Suite 440 Bethlehem, PA 18018
Phone: (610) 691-6800/800-314-4828 Fax: (610) 691-8735
wtrembler@lincolninvestment.com

Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker/Dealer Member FINRA/SIPC. Supervising office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111, www.lincolninvestment.com