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Taxable Vs. Tax Deferred Calculator

Tax Deferred Annuity Saving

Tax-deferral can have a dramatic affect on the growth of an investment. Use this calculator to determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal.

Annuity Calculator - Benefit of Tax Deferral

Compare the difference in return when investing in a taxable account vs. a tax-deferred investment.

Benefit of Tax Deferral Calculator
1. Original investment amount ($)*
2. Projected annual rate of return (%)*
3. Investment length (years)*
4. Marginal tax bracket (%)* - Refer to Tax Grid Below

Taxable investment value
Tax-deferred investment value

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Please note:
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

Historical Rate of Return

Tax Bracket Grid

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If you are considering buying an annuity, let us run you a free, no obligation quote to give you a better idea of what you can expect. You can also contact a local annuity specialist to answer any specific questions you may have.

Fixed annuities are generally considered long term investments and available from your financial professional. This is not a solicitation to buy or sell. Before investing or sending money to any financial professional, investors should carefully consider the investment objectives, risks, charges and expenses of the annuity.