What Will My Savings Be Worth?

Taxable Savings

The amount of savings and investments you currently have in taxable accounts.

The amount of additional taxable savings and investments you will make during the defined savings period.

To get your marginal tax rate, add together the highest rate you pay for federal income taxes and the highest rate you pay for state income taxes.

Tax-Deferred Savings

Current savings

The amount of savings and investments you currently have in tax-deferred accounts.

Monthly savings

The amount of additional tax-deferred savings and investments you will make during the defined savings period.

Assumptions

Evaluation period (years)

The period of time, in years, that you would like to use for your savings evaluation.

Expected rate of return

The annual rate of return you expect to receive on your investments and savings accounts.

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Savings Summary
Taxable Savings	Tax-Deferred Savings	Total Savings

The future value of your savings plan is dependent on the starting balance, additional monthly savings and the rate of return you receive on those savings. For the most accurate valuation, you will have to separate taxable accounts such as savings and CDs from your tax-deferred accounts such as 401(k)s and college 529 plans.

This calculator is intended for informational purposes only and is considered an estimate. The accuracy of this calculator is not guaranteed by General Electric Credit Union (GECU). The calculator and its results do not constitute the advice of, or reflect actual products, services, rates, and/or terms available. Nothing contained in the calculator shall constitute an offer or solicitation of a product or service by GECU. This calculator is not intended to offer any tax, legal, financial, or investment advice. Please consult with qualified advisors to discuss your specific needs.

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