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?

 
   
   
Special Needs Planning Hawaii | Kirk Barth | autism | disability
1585 Kapiolani Blvd., Suite 1700
(Ala Moana Pacific Center)		 • Honolulu, HI • 96814
Phone: 808-469-4884 • Fax: 808-469-4899
• kbarth@jhnetwork.com

Special Needs Hawaii is independent of John Hancock and Signator Investors Inc.

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California, Hawaii, New York.

We are registered to sell Securities in the following states:
Hawaii.

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Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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