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?

 
   
   
Royal Alliance
4725 Village Plaza Loop. Suite 201 • Eugene, OR • 97401
Phone: 541-686-1795 • Fax: 541-686-0811
• tpreskitt@nwrs.com

William Hoffman, Ryan Beck, and TJ Davis are Registered Representatives of and offers securities products and services through Royal Alliance Associates, Inc. Member FINRA / SIPC, a registered broker-dealer and registered investment advisor. In this regard, this communications is strictly intended for individuals residing in the state of Oregon. No offers may be made or accepted from any resident outside the specific state referenced.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.