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?

 
   
   
Nowlin & Associates
2718 20th Street South • Homewood, AL • 35209
Phone: 205-871-9993 • Fax: 205-871-9936
• jpelham@aicinvest.com

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Pelham Financial Group are not affiliated.  Additional products and services may be available through Pelham Financial Group that are not offered through AIC.  Securities products are limited to residents of AL, FL & GA.
 


This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Pelham Financial Group will contact you to provide requested information.


 


Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.