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?

 
   
   
Pearman & Company - Comprehensive Fee-Based Financial Planning and Investment Management.
4524 Old Cave Spring Road • Roanoke, VA • 24018
Phone: 540-206-3074 • Fax: 540-301-0829
• pearmanco@roacoxmail.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor.
Cambridge and Pearman & Co. are not affiliated.
 
We cannot accept trade orders through e-mail, voicemail or fax. Important letters, e-mail, or fax messages should be confirmed by calling 540-206-3074.