Taxable vs. Tax-Deferred Savings

The calculator below is useful as a data point in determining efficient savings strategies, in conjunction with other assets and strategies you may already have. Please consult with your financial advisor and/or tax professional for more guidance on your individual circumstances:

Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.

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