TAX-DEFERRED ACCUMULATION

Investment products that offer "tax deferral" provide favorable tax treatment for your personal or business income. (Tax deferral means your investment growth/return is not taxed until actually withdrawn.) This calculator can help you determine how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received. The difference illustrates the effect tax-deferred investments may have on the growth of your investment.

Investment amount:
Enter the lump sum amount you plan to invest.
$
Number of years invested:
Enter the number of years you will keep the money invested.
Marginal income tax rate:
Your federal income tax rate will be 15, 25, 28, 33 or 35 percent. For more information consult schedule 1040 instructions or IRS Publication 17.
%
Annual investment growth rate before taxes:
Enter the annual before-tax percentage rate you expect your investment to earn. (The calculator assumes 6 percent and the maximum value is 12 percent.)
%
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Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.



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