Compare taxable, tax-deferred and tax-free investment growth

Investment vehicles are taxed differently. This calculator is intended to help compare a fully taxable investment to two tax advantaged situations. In one situation, an investment account is not taxed until the money is withdrawn. In the second scenario, the money is an investment that is not subject to Federal or State tax.
Personal Information
Client Name  
Advisor Name  
Savings and Assumptions
Current investment balance ($) 
Annual contributions ($) 
Number of years to invest 
Before-tax return on fully-taxable investment (%)help
Before-tax return on tax-deferred investment (%) 
Return on tax-free investment (%) 
Marginal tax bracket (%)help

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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