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The Accumulation calculator is highly customizable, allowing for variables such as earnings rate, term insurance, management fees, loads, and various tax structures (taxable, tax deferred, tax deductible and/or tax free).

Todd demonstrates how to use the accumulation calculator to:

  • create qualified plan analysis with employer match;
  • measure lost opportunity costs;
  • account for term insurance;
  • measure the impact of taxes and fees.

Comparing Taxable Vs. Tax-Deferred Accounts

Accumulation Calculator

Accumulation Archives