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Invest Compare

How taxes are applied to an investment can make an incredible difference. This calculator is designed to help compare a normal taxable investment to two common tax advantaged situations: an investment where taxes are deferred until withdrawals are made, and an investment where taxes are paid on money that goes into the account, but all withdrawals are tax free.

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Stephen Clifford, The Winfield Group, LLC and Capital Synergy Partners are unaffiliated entities.

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