Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful. Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education. Net Unrealized Appreciation (NUA) Explained Have you considered the special tax treatment on company stock held in a 401(k) plan?