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?

 
   
   
Randal S. Poirier, ChFC, Financial Planner, Independence Financial Partners
2 Meeting House Lane • Little Compton, RI • 02837
Phone: 401-635-8700 Toll free 866-407-4166 • Fax: 401-635-8790
• rpoirier@indfp.com

Independence Financial Partners is independent of John Hancock and Signator Investors, Inc.

935 JEFFERSON BLVD. - WARWICK, RI 02886 - 401-732-4800

We are licensed to sell Insurance Products in the following states:
Connecticut, Massachusetts, New Hampshire, Rhode Island.

We are registered to sell Securities in the following states:
Connecticut, Florida, Louisiana, Massachusetts, Rhode Island.

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

Privacy Policy