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?

 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Calculators provided by Emerald Connect, Inc.

   
   
Najafi Financial Services
3801 Kirby Dr Suite 330 Houston , TX 77098
Phone: 713-807-7002 Fax: 832-201-0435
wally@najafifinancial.com

Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC.

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

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We are licensed to sell Insurance Products in TX.

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Securities and Investment Advisory Services are offered through ING Financial Partners, Inc. Member SIPC. 3801 Kirby Dr Suite 330 Houston, TX 77098.  Najafi Financial Services is not a subsidiary of nor controlled by ING Financial Partners, Inc.

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