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Tax-Deferred Accumulation

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Tax-deferred Accumulation Tax-deferred Accumulation

TAX-DEFERRED ACCUMULATION



Investment products that offer "tax deferral" provide favorable tax treatment for your personal or business income. (Tax deferral means your investment growth/return is not taxed until actually withdrawn.) This calculator can help you determine how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received. The difference illustrates the effect tax-deferred investments may have on the growth of your investment.

Investment amount:
Enter the lump sum amount you plan to invest.
$
Number of years invested:
Enter the number of years you will keep the money invested.
Marginal income tax rate:
Your federal income tax rate will be 15, 25, 28, 33 or 35 percent. For more information consult schedule 1040 instructions or IRS Publication 17.
%
Annual investment growth rate before taxes:
Enter the annual before-tax percentage rate you expect your investment to earn. (The calculator assumes 6 percent and the maximum value is 12 percent.)
% Fill in the form, then click

 
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