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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Tax-Deferred assets grow untaxed until they are withdrawn and increase more rapidly than currently taxable assets with the same rate of return.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
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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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