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 Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio. Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.