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?

 
   
   
Thomas West Financial Services
8607 Westwood Center Drive
3rd Floor		 • Vienna, VA • 22182
Phone: 703-287-7142 • Fax: 703-287-7122
• TWest@jhnetwork.com

8607 WESTWOOD CENTER DRIVE , 3RD FLOOR - VIENNA, VA 22182 - 703-893-2550

We are licensed to sell Insurance Products in the following states:
Arizona, California, DC, Delaware, Illinois, Maryland, North Carolina, New York, Pennsylvania, Rhode Island, South Carolina, Virginia.

We are registered to sell Securities in the following states:
Arizona, California, DC, Illinois, Maryland, North Carolina, New York, Pennsylvania, South Carolina, Virginia.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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