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?

 
   
   
CAPITAL INVESTMENT MANAGEMENT
740 NW Blue Parkway, Suite 301 Lee's Summit, MO
64086
Phone: 816-246-1212
Toll Free 888-307-3878
Fax: 816-246-9959

capitalinvestment@cimadvisors.com