Tax-deferred Savings Calculator


This calculator helps investors figure out the future value & annualized yield of various investments. For example, an investor could use this to see how much greater their returns would be if they invested their savings in a tax-deferred instrument like a Roth IRA, or they could see the tax-equivanet yield they would need from a taxable investment to equal the returns on an untaxed investment like certain municipal bonds.

Enter Your Investment Info

Amount invested ($):
Annual rate of return (%):
Number of years invested:
Marginal state & federal income tax rate (%):
Taxable percent of deferred savings (%):




Future value:
Annualized yield:

Thanks for Reading

Please come again!