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?

 
   
   
American Portfolios Financial Services, Inc.
168 Louis Campau Promenade NW, Suite 500 (4th floor) • Grand Rapids, MI • 49503
Phone: 616-774-4560 • Fax: 616-774-4568
• cheri@familycapitalmgt.com

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with American Portfolios Financial Services, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor American Portfolios Financial Services, Inc. makes any guarantee as to the accuracy or completeness of this information

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC.  Investment advisory services offered through Family Capital Management, an SEC Registered Investment Advisor.  Family Capital Management is independent of American Portfolios Financial Services, Inc.