Taxable vs. Tax-Deferred Investments

Compare taxable investments to tax-deferred alternatives like 401(k)s and IRAs.

Investment Details

Initial Investment

$

Annual Contribution

$

Expected Annual Return

%

Investment Period25 years

1 years40 years

Current Tax Rate

%

Retirement Tax Rate

%

Comparison Results

WinnerTax-Deferred

Tax-Deferred Value (Before Tax)$691,306.76

Tax-Deferred After-Tax Value$539,219.27

Taxable Account Value$380,681.82

Advantage$158,537.45