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?

 
   
   
Jody R. Nunez
2377 Gold Meadow Way, Suite 100 • Gold River, CA • 95670
Phone: (916) 631-1580 • Fax: (916) 244-0382
• jnunez@aicinvest.com

*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Insurance and securities products are limited to residents of California.

An associate from Cornerstone Financial Partners will contact you to provide you with requested information.

**Securities and investment advisory services offered through Ameritas Investment Corp. (AIC), Member FINRA, SIPC.  5900 O St. Lincoln, NE 68510, (402) 467-6900.   Representatives of AIC do not provide tax or legal advice. Please consult your attorney or tax advisor regarding your situation.  AIC and Cornerstone Financial Partners are not affiliated.
California Insurance Number 0765341