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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
Jack Oujo Cpa Inc.
1540 Highway 138, Suite 106 • Wall, NJ • 07719
Phone: 732-556-4200 • Fax: 732-681-4479
www.JackOujo.com • jackoujo@aol.com

Jack Oujo is a registered representative registered to transact business with clients in AL, AZ, CA, CO, DE, FL, GA, IN, IA, KY, MD, MA, MS, MO, NJ, NY, NC, OH, PA, SC, TX, VA and WI.  Jack Oujo is advisory licensed in the following states:  AZ, CA, FL, IL, IN, MD, MA, MO, NJ, NY, NC, PA, SC, TX, VA, and WI. Jack Oujo is also an insurance agent licensed in NC, NJ, NY and TX. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value.