Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Surprises Making the most of surprises is a great reason to work with us. Historical Inflation This calculator shows how inflation over the years has impacted purchasing power. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.