Lump Sum Tax Deferral Calculator

Tax-Deferred assets grow untaxed until they are withdrawn and increase more rapidly than currently taxable assets with the same rate of return. This calculator compares the after-tax accumulation of currently taxable and tax-deferred accounts.

What is the lump sum contribution you want to make?	$

What is your income tax bracket?		%

What is your before-tax rate of return?		%

NYLIAC Annuities
Click on the link above for more information on products and services offered through New York Life and MainStay Funds.

Securities offered through NYLIFE Securities Inc. (Member NASD)

New York Life Insurance Company
New York Life Insurance and Annuity Corporation (A Delaware Corporation)
NYLIFE Securities Inc. & NYLIFE Distributors Inc. (Members NASD)
51 Madison Ave., NY, NY 10010

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Lump Sum Tax Deferral Calculator


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