Tax Deferral: Does it Pay?

The value of tax deferral depends on your time frame, the rate of return on your investment, and changes in tax rates.

Input your rate of return and time frame, and we'll calculate the maximum withdrawal tax rate for deferral to be profitable.

Calculate Maximum Withdrawal Tax
Assume Current Tax Rate = 39.60%
Rate of Return %
Investment Horizon (in years)
 

 

 

 


 

Twenty-First
Securities Corporation

780 Third Avenue
New York, NY 10017
212.418.6000
info@twenty-first.com

Twenty-First Securities Corporation Powered by: