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Taxable Vs. Tax-deferred Calculator
This calculator will help you to compare the future value difference between a taxable and a tax-deferred investment.
Amount invested ($):
Expected annual rate of return (%):
Number of years invested (#):
Marginal tax rate (%):
Percent of growth that is taxable (%):

Taxable portfolio future value:

Tax-deferred portfolio future value:

Pursuant to IRS Circular 230 and IRS regulations we inform you that any U.S. federal tax advice contained on this page (including any attachments and or links) is not intended or written to be used, and cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax related penalties imposed on the recipient or any other taxpayer under the Internal Revenue Code, or (ii) in promoting, marketing or recommending to another party any partnership or other entity, investment plan, arrangement or other transaction addressed herein