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?

 
   
   
Resource Financial Group
1700 West 6th Street Austin, TX 78703
Phone: 512-478-8779 Fax: 512-478-8786
jpreston@rfgbenefits.com

Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC . RFG, Inc. is not affiliated with FSC Securities Corporation and is not registered as a broker/dealer or investment advisor.

Learn more about our other employee benefit solutions, go to www.rfg.com.