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 (%):

Results

Taxable

Tax-deferred

Future value:
Annualized yield:

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