Tax-deferred investment calculator
Since 1926, the average annual total return for the S&P 500, an unmanaged index of large U.S. stocks, has been about 10%. Investments that offer the potential for higher rates of return also come with a higher degree of risk. Hypothetical rates of return are for illustrative purposes only and are not intended to portray actual results. Actual rates of return will vary over time. Past results are not predictive of results in future periods.
This calculator was developed by AdvisorLinks, which is not affiliated with American Funds. It is intended for use in making a rough estimate comparing tax-deferred to currently taxed investments. We do not guarantee the accuracy of the results or their applicability to your particular circumstances. We encourage you to seek the assistance of your financial professional.