Knowledge Center

Taxable vs. Tax-Deferred

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The Taxable vs. Tax-deferred Planning Calculator is designed to illustrate to you the advantage of investing money into a tax-deferred account (IRA, Annuity, etc.) over placing the money into a taxable account, by inputting:

Amount
Growth rate
Tax bracket
Years

Then click on the calculate button and it will illustrate what the money would have grown to in a taxable account and a tax-deferred account.

Taxable
Tax-deferred

 

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