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?

 
   
   
James T. Gentry, CFP & Special Needs Planner, Special Needs Trust
1350 TimberLake Manor Parkway, Suite 230 Chesterfield, MO 63017
Phone: 636-736-3319 Fax: 636-736-3333
www.jtgentry.metlife.com jtgentry@metlife.com

Metropolitan Life Insurance Company (MLIC). Securities products offered by MetLife Securities, Inc. (MSI) Member FINRA/SIPC.
MLIC and MSI are affiliates, both of 200 Park Avenue, New York, NY 10166.
Investment advisory services offered by Investment Adviser Representatives of MetLife Securities, Inc., a  Registered Investment Adviser.
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