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?

 
   
   
Sound Financial Services, Inc.
90 Grove St.Suite 212 • Ridgefield, CT • 06877-5509
Phone: 1 (800) PLANWORKS • Fax: (203) 438-2756
• mhelgesen@ssnrep.com

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC.  Fee based advisory services offered through SSN Advisory Inc., a Registered Investment Advisor.  Advisory services available to residents of  CT, DE, Fl, NJ, OK, VA, VT.

We are registered to solicit securities in the states of:  CT,NY, NJ., DE, FL,AL,AR,FL,AL,AR,CA,GA,KY,MA,ME, NC,OH,OK, PA, TN,SC, VA,VT. We are appointed to solicit insurance in the states of CT, NY, NJ, DE, FL, MA, NC, OH, & TN. This is not a solicitation of products or services where not registered. Please do not e-mail trading instructions we cannot accept instructions via e-mail. Thank you.

 

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A5CC-0524-04