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?

 
   
   
Rock Ruiz Insurance & Retirement Services, LLC
389 Hwy 21, Suite 401 • Madisonville, LA • 70447
Phone: (985) 792-0771 ext. 15 • Fax: (985) 792-0776
• sruiz@aicinvest.com

Securities and Investment Advisory Services offered solely through Ameritas Investment Corp, (AIC). Member FINRA/SIPC.  AIC & Rock Ruiz Insurance & Retirement Services, LLC are not affiliated.  Additional products and services may be available through Rock Ruiz or Rock Ruiz Insurance & Retirement Services, LLC. that are not offered by AIC.

 

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with anys ecurity, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A representative from Rock Ruiz Insurance & Retirement Services, LLC. will contact you to provide requested information.

 

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.