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?

 
   
   
Harvest Financial Planning, LLC
1 Trans Am Plaza, Suite 230 • OakBrook Terrace, IL • 60181
Phone: (630) 613-9230 • Fax: (630) 613-9126
www.harvestfpgroup.com

Securities offered through ProEquities, Inc. a Registered Broker-Dealer, Member FINRA and SIPC.  Advisory Services offered through Investment Advisors, a division of ProEquities, Inc. a Registered Investment Advisor.  Harvest Financial Planning, LLC. is independent of ProEquities, Inc.  Please see individual representative link for information regarding specific state licensing. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principle.