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?

 
   
   
Pathfinder Financial Group, Paul Games, Pathfinder financial, Pathfinder Newburyport MA, employee benefits, risk management, tax planning, retirment planning, financial, wealth management, Financial advisor, special needs planning, education planning, Karen Goddard, Karen Goddard at Pathfinder
5 Water Street, Suite 5B • Newburyport, MA • 01950
Phone: (978) 518-3136 • Fax: 978-418-9169

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• paulgames@pathfinderfinancial.com karengoddard@pathfinderfinancial.com

 Securities offered through Securities America Inc., Member FINRA/SIPC. Paul Games and Karen Goddard, Registered Representatives. Advisory and financial planning services offered through Securities America Advisors. Paul Games, Investment Advisor Representative. Pathfinder Financial Group and the Securities America companies are not affiliated. This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where we are not authorized to do business. Representatives are licensed to conduct securities business in the following states: MA, NH, ME, NY, RI, VA, FL  and insurance business in MA, NH, ME, NY, RI, VA & FL. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation 

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