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?

 
   
   
Wright Financial Services
8601 Six Forks Rd., Suite 400 Raleigh, NC 27615
Phone: (919) 844-1623 Fax: (919) 844-1680
keith.wright@questarcapital.com

Keith Wright is a Registered Representative of and offers securities products & services through Questar Capital Corporation, Member FINRA/SIPC, a registered broker-dealer.  Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor.  Wright Financial Services, LLC is independent of QCC and QAM.  In this regard, this communication is strictly intended for individuals residing in the states of North Carolina, Minnesota, Wisconsin, and California. No offers may be made or accepted from any resident outside the specific states referenced.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.