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?

 
   
   
JFC Financial Services
5505 Red Rock Lane, Suite 200 • Lincoln, NE • 68516
Phone: (800) 262-9538 • Fax: (402) 483-2584
• jack@jfcfinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC, Jack Connealy, Registered Principal. Advisory Services offered through Securities America Advisors, Inc., Jack Connealy, Investment Advisor Representative.  JFC Financial Services and the Securities America companies are unaffiliated.

May Lose Value - Not FDIC Insured - No Bank Guarantee

This website is neither an offer to buy nor a solicitation to sell securities.

Jack Connealy is licensed to offer securities in: all states and AE EXCEPT for NH, VT, Puerto Rico, Guam, and U.S. Territories. 

Jack Connealy is licensed to offer insurance in: AK, AL, AR Insurance License #3928052, AZ, CA, CO, DE, FL, IA, IL, IN, KS, MI, MN, MO, MT, NC, NE, NM, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WY.

Jack Connealy is licensed to offer advisory services in: AZ, CO, NE, TX.