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?

 
   
   
Taylor & Padgett Financial Group

51 W. Hollamon Street
Camp Verde, AZ 86322


1555 Plaza West
Prescott, AZ 86303,

Phone: Camp Verde
928-567-9512
(866) 567-9512
Prescott
928-778-0933
(800) 953-0933
Fax: Camp Verde 928-567-3364
Prescott 928-778-4902
Email Camp Verde Office: jttaylor@royalaa.com
Email Prescott Office: jodi@tppfinancial.com

Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor.

Charles E. Taylor, Jodi O. Padgett, and Alan Anderson offer additional advisory services offered through TAYLOR & PADGETT FINANCIAL GROUP LLC, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA,SD, TX, UT, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect 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.