Compare taxable, tax-deferred and tax-free growth

Financial products can be taxed differently. This calculator is intended to help compare a fully taxable financial product to two tax advantaged situations. In one situation, an account is not taxed until the money is withdrawn. In the second scenario, the money is an account that is not subject to Federal or State tax.
Current balance ($) 
Number of years to invest (max 50) 
Before-tax return on fully-taxable account (%)help
Before-tax return on tax-deferred account (%) 
Return on tax-free account (%) 
Marginal tax bracket (%)help
This calculator is provided by a third party. The output from this calculator is hypothetical and intended for illustrative purposes only. The output provided by the calculator is based on the assumptions you have entered; even a slight difference in the assumptions used could produce significantly different results. The information provided should not be relied upon to make financial decisions. You should consult with your financial professional.

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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