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?

 
   
   
Principal Financial Group
Chesterfield, MO • 63017
Phone:
636-449-0724
1-800-527-1426, Ext. 320		 • Fax: 1-866-488-0903
• starr.dave@principal.com

Financial Representatives of the St. Louis Business Center of the Principal Financial Group® are licensed and registered in the following states to offer the following products:

AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MN, MO, NE, OK, OR, TN, TX and VA - life insurance (including variable life), annuities (including variable annuities), securities and investment advice.

AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NE, NY, OH, OR, PA, TN, TX, VA and WI - life insurance (including variable life), annuities (including variable annuities) and securities.

AZ, AK, CA, CO, FL, GA, IL, IN, IA, KS, MA, MD, MI, MN, MO, NE, NY, OH, OK, OR, PA, TN, TX, VA, WA and WI - life insurance (including variable life) and annuities (including variable annuities).

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Our Financial Representatives of the St. Louis Business Center may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Financial Representatives of the St. Louis Business Center that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution (s)he represents, contact your state securities law administrator.

Insurance products are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, the companies available through the Preferred Product Network, Inc. and through other fine carriers.  Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC.  Principal National, Principal Life, the Preferred Product Network, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

Privacy Policy