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?

 
   
   
Paradigm Financial Group, LLC
5624 Whitesville Road, Bldg. A • Columbus, GA • 31904
Phone:
800.323.2101
706.324.3131
• Fax: 706.324.5206
• pfg@knology.net

Please be advised that presently Dan R. Strain,PhD. holds a Series 07, 63 and 65 license and is registered to sell mutual funds, variable annuities, and variable life products and provide investment advice in the state of GA and AL. For residents of other states, proper licenses and registrations must be obtained by Mr. Strain before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through Cape Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Dan R. Strain is a Registered Representative and Investment Advisor Representative of Cape Securities, Inc., a registered broker/dealer and member FINRA / SIPC / MSRB. Cape Securities, Inc. home office is located at 2005 Pennsylvinia Avenue, McDonough, Georgia., 30253,1-678-5831120. Paradigm Financial Group, LLC is independent of Cape Securities, Inc.

Please be advised that presently Harry A. Scott, Jr, MBA . holds a Series 06 and 63 license and is registered to sell mutual funds, variable annuities, in GA and AL. For residents of other states, proper licenses and registrations must be obtained by Mr. Scott before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through Cape Securities, Inc..will fluctuate in value and are subject to investment risks including possible loss of principal.

Harry A. Scott, Jr. is a Registered Representative of Cape Securities, Inc., a registered broker/dealer and member FINRA / SIPC./ MSRB .Cape Securities, Inc. home office is located at 2005 Pennsylvinia Avenue, McDonough, Georgia., 30253,1-678-5831120. Paradigm Financial Group, LLC is independent of Cape Securities, Inc.