It's Payday!

You know there are advantages to tax-deferred savings, but do you know how much of a difference it REALLY makes? Take our quiz and find out.

  • How much do you currently put aside for retirement outside your company sponsored or other retirement savings plan?
  • How often?
  • How much interest do you expect to earn on your investments?
    % per year 1
  • Estimate the annual rate of inflation.
    % 2
  • How old are you?
  • At what age do you hope to retire?
  • What is your current tax bracket? 3
  1. Please note that an increased level of risk to principal is typically associated with higher rates of return. Also, rates of return will vary over time, particularly for long-term investments. Based on historical average rates of return for the various asset classes (e.g. stocks, bonds and short-term liquid instruments), a rate of return outside the range of 2%-20% may be an unrealistic assumption.
  2. Based on historical rates of inflation, an inflation rate below 2% may be an unrealistic assumption.
  3. The schedule of federal tax rates is provided for illustrative purposes and may change over time. The illustrations do not reflect the effect of state and local income taxes, which can have an impact on a payout option.

This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

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