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?

 
   
   
RiverWood Financial
1421 7th Street East • Monticello, MN • 55362
Phone: (763)271-1452 • Fax: (763)295-2355
• michael.ackerman@investmentcenters.com

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

1. Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do busines by, that state; or (b) are excluded or exempted from that state's registration requirements.

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We are registered to offer securities in the following states:  Minnesota and Arizona

Investment Centers of America, Inc. (ICA), member FINRA / SIPC and a Registered Investment Advisor, is not affiliated with RiverWood Bank or RiverWood Financial. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.

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