Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Understanding Equity Compensation Net Unrealized Appreciation and how it affects tax responsibilities. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.