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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
Greater Texas Federal Credit Union
201 Southwest Parkway College Station, TX 77840
Phone: 979-696-1440, ext. 1248 Fax: 979-293-2151
www.GreaterTexas.pfyfn.com kcooner@swbcinvestments.com
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, SWBC Investment Company and this institution are not affiliated. SWBC Investment Company is a Registered Investment Advisor.
 
Securities are:
 

Supervisory Office:
Allen Barton,
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   
San Antonio, TX  78216
(210) 321-7296
(210) 525-9461  Fax
compliance@swbcinvestments.com