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?

 
   
   
KFG Enterprises, Inc.
2225 Lexington Road • Louisville, KY • 40206
Phone: (502) 451-0600

Toll Free: (800) 966-9347
• Fax: (502) 473-1721
• Contact@KFG.com

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Securities and investment advisory services offered through Private Client Services LLC. Member FINRA, SIPC.  A Registered Investment Adviser.

KFG Enterprises, Inc. is a Kentucky state-licensed corporation whose primary business location is Kentucky. Licensed in all 50 states except the following AK, HI, ND, VA, VT and WY. Our Investment Advisor Representatives may conduct business in the following states FL, GA, IN, KY, NC, NJ, NY, OH, TN and VA. Our Registered Representatives are licensed to sell securities and offer advisory services in AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WV and WI.

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