Taxable vs. Tax-Deferred vs. Tax-Free Investment Calculator
How taxes are applied to an investment can make an incredible difference. This calculator is designed to help compare a normal taxable investment to two common tax-advantaged situations: an investment where taxes are deferred until withdrawals are made, and an investment where taxes are paid on money that goes into the account, but all withdrawals are tax-free.
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Calculated amounts and results are for informational purposes only. Actual amounts, durations, rates, and values will vary based on your creditworthiness, individual circumstances, and other unique variables. These results should in no way be construed as an offer or guarantee of credit.