Investment Compare Calculator
By The Palm Beach Research Group Team

See how an investment will perform in a taxable account, a tax-deferred account, and a tax-free account.

Annual rate of Return, %: The percentage return you anticipate receiving on this investment each year

Years to Contribute: How many years you’ll be contributing to this investment (probably while working)

Years of Withdrawals: How many years you’ll be withdrawing money from this investment (probably in retirement)

Existing Balance: How much money you have in this investment today

Contribution Frequency: How often you’ll be contributing money to this account (i.e., annually)

New Contributions, $: How much money will you be contributing into this account each time you do

Withdrawal Frequency: How often you’ll be taking money out of this account (i.e., annually)

Tax During Contributions, %: Your average tax rate in your contribution years

Tax During Withdrawals, %: Your average tax rate in your withdrawal years