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?

 
   
   
Central Penn Advisors
176 Cumberland Parkway • Mechanicsburg, PA • 17055
Phone: (717) 591-1700 • Fax: (717) 591-9589
• dhamilton@centralpennadvisors.com bmusser@centralpennadvisors.com

Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, Member, FINRA and SIPC Central Penn Advisors is independent of ProEquities, Inc. Barry E. Musser is licensed to discuss with and/or offer financial services and/or products to residents of CA, FL, MD, NC, NJ, NY, OH & PA. David Hamilton is licensed to discuss with and/or offer financial services and/or products to residents of FL, NC, & PA.