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?

 
   
   
University Federal Credit Union
3305 Steck Avenue • Austin, TX • 78757
Phone: 512-467-8080
www.ufcu.pfyfn.com • investments@ufcu.org

Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured or credit union guaranteed and may lose value. Registered representatives are employees of UFCU and registered through CFS. UFCU is affiliated with CFS (Member FINRA/SIPC) and a SEC Registered Investment Advisor.