Tax-deferred Accumulation Tax-deferred Accumulation

TAX-DEFERRED ACCUMULATION

Investment products that offer "tax deferral" provide favorable tax treatment for your personal or business income. (Tax deferral means your investment growth/return is not taxed until actually withdrawn.) This calculator can help you determine how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received. The difference illustrates the effect tax-deferred investments may have on the growth of your investment.

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Thomas Financial Group and their agents are presently licensed to sell traditional life insurance in
AL, AZ, CA, FL, IL, IN, MI, MD, PA, DC, DE, MA, MD, MN, MS, NC, NJ, NY, OR, OH, SC, TN, TX, VT, VA and WA.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.
Proper state registration is mandatory prior to conducting business in any state.

Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA / SIPC.
Thomas Financial Group is owned and operated independently from M Holdings Securities, Inc. Thomas Financial Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Investment amount: Enter the lump sum amount you plan to invest.	$
Number of years invested: Enter the number of years you will keep the money invested.
Marginal income tax rate: Your federal income tax rate will be 15, 25, 28, 33 or 35 percent. For more information consult schedule 1040 instructions or IRS Publication 17.	%
Annual investment growth rate before taxes: Enter the annual before-tax percentage rate you expect your investment to earn. (The calculator assumes 6 percent and the maximum value is 12 percent.)	%