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 12 percent)?

%

What is your marginal tax bracket?

 
   
   
Gulf Coast Educators Federal Credit Union
5953 Fairmont Parkway Pasadena, TX 77505
Phone: (281) 925-4140 Fax: (281) 998-5891
www.gcefcu.pfyfn.com sgilbert@swbcinvestments.com

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, SWBC Investment Company and this institution are not affiliated. SWBC Investment Company is a Registered Investment Advisor.
 
Securities are:
  • Not NCUA/NCUSIF Insured
  • Not Guaranteed by the Credit Union
  • Not a Deposit
  • Not insured by any Federal Government Agency
  • May Lose Value
 
Supervisory Office:
Allen Barton,
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   
San Antonio, TX  78216
(210) 321-7296
(210) 525-9461  Fax
compliance@swbcinvestments.com