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?

 
   
   
Global Wealth Strategies, LLC
215 S. Dobson Road, Suite#4 (opp. Chandler Regional Hospital) • Chandler, AZ • 85224
Phone: 480 221-6502 • Fax: 480 302-7954
• Amrish.Patel@securitiesamerica.com

Securities offered through Securities America Inc., Member FINRA/SIPC, Amrish N. Patel, Registered Representative.

Advisory Services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisory firm, Amrish N. Patel, Investment Advisor Representative. Global Wealth Strategies and Securities America are unaffiliated.

Securities licensed in: AZ, CA, FL, GA, MD, MO, NJ, NM, NC, OH, PA, TX, VA Insurance licensed in: AZ, CA, FL, GA, NJ, NM, PA, VA Advisory licensed in: AZ, TX