Tax-deferred Investment Calculator

 

Use this calculator to compare the future value & annualized yield differences between a tax-deferred and a taxable investment. This calculator can help investors determine if it makes sense to invest in some instruments in tax sheltered accounts as well as making it easy to see the taxed equivalent yield on a tax-free investment like select municipal bonds.

Your Investment & Income Tax Info

Amount invested ($):
Annual rate of return (%):
Years invested:
Marginal tax rate (%):
Taxable percent of deferred savings (%):

Results

Taxable

Tax-deferred

Future value:
Annualized yield:

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