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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
ValleyWest Financial Group
557 Parkside Court Allentown, PA 18104
Phone: 610-841-3988 Fax: 610-841-3840
www.ValleyWest.biz richard.zettlemoyer@questarcapital.com

Securities offered through Questar Capital Corporation, Member FINRA/SIPC.                        ValleyWest Financial Group is independent of Questar Capital Corporation.