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?

 
   
   
Lighthouse Investor Services
3655 Ximines Lane North • Plymouth, MN • 55441-1497
Phone: (763) 525-4060 ~ (866) 875-4060 • Fax: (763) 525-3999
• Rmahlum@lighthouseinvestor.com Dyajko@lighthouseinvestor.com pat@lighthouseinvestor.com service@lighthouseinvestor.com

 

Rick is licensed to sell Insurance Products in the following states: Minnesota

Rick is registered to sell Securities in the following states: Arizona, California, Colorado, Florida, Illinois, Iowa, Maryland, Minnesota and Wisconsin.

Advisory Services offered through Securities Monitoring Group, LLC (SMG), an SEC Registered Investment Advisor. 

Registered Principal offering securities and additional advisory services through Independent  Financial Group, LLC (IFG), a registered broker/dealer and investment advisor.  Member FINRA / SIPC.

Lighthouse Investor Services, SMG, and IFG are unaffiliated entities. 

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