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?

 
   
   
Asa Lakeman - VantagePointe Financial Group
4671 West River Dr. NE
Comstock Park, MI 49321
Phone: 616-988-9794 Fax: 616-534-1340
alakeman@vantagepointefinancial.com

3333 EVERGREEN N.E. - Grand Rapids, MI 49525 - 616-534-9623

We are licensed to sell Insurance Products in the following states:
California, Michigan.

We are registered to sell Securities in the following states:
Arizona, California, Colorado, Florida, Michigan, South Dakota, Virginia, Wisconsin.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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