Tax Deferral Example
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
Still loading...
ABCDEFGHIJKLMNOP
1
Non Deferred
Deferred
(20 Year)
Difference
2
Annual Contribution$5,500$5,500$0Assumptions
3
Tax at Time of Contribution-$1,650$0-$1,650
4
Post Tax Investable Amount
$3,850$5,500-$1,650
Investment Amount
$5,500
5
20 Year $ Growth (Compounded)
$14,095$20,135-$6,041Tax Rate30%
6
2037 Pre Tax Amount$17,945$25,635-$7,691
Investment Return
8%
7
Taxes at Time of Plan Maturity
-$4,228-$7,691$3,462
Holding Period (Years)
20
8
Post Tax$13,716$17,945-$4,228
9
10
% Advantage of Deferred31%
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
 
 
 
Sheet1
Sheet2
Sheet3