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?

 
   
   
Rodriguez Financial Strategies, Llc
2661 Commons Blvd. Beavercreek, OH 45431-3704
Phone: O: 937.427.4292, C: 937.304.7393 Fax: 937.427.1242
rafi.rodriguez@securitiesamerica.com

Securities offered through Securities America, Inc. MemberFINRA/SIPC.  José R. Rodríguez, Financial Consultant. Advisory Services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, José R. Rodríguez, Investment Advisor Representative. Rodríguez Financial Strategies LLC and the Securities America companies are unaffiliated. Securities Licensed In: FL, NJ, OH, TX. Insurance Licensed In: FL, NJ, OH. Advisory Licensed In: OH, TX.