Tax vs. Non-Tax Yield

$100,000 Lump Sum Investment Grows to…
5 Years 10 Years 15 Years 20 Years 25 Years
3% Tax Deferred* 11,593 13,439 15,580 18,061 20,938
3% Taxed Annually** 11,128 12,383 13,779 15,333 17,062
4% Tax Deferred 12,167 14,802 18,009 21,911 26,658
4% Taxed Annually 11,525 13,283 15,310 17,645 20,336
5% Tax Deferred 12,763 16,289 20,789 26,533 33,864
5% Taxed Annually 11,934 14,243 16,998 20,286 24,210
6% Tax Deferred 13,382 17,908 23,966 32,071 42,919
6% Taxed Annually 12,355 15,264 18,859 23,300 28,787
7% Tax Deferred 14,026 19,672 27,590 38,697 54,274
7% Taxed Annually 12,787 16,351 20,908 26,736 34,188
8% Tax Deferred 14,693 21,589 31,722 46,610 68,485
8% Taxed Annually 13,231 17,507 23,164 30,650 40,554
9% Tax Deferred 15,386 23,674 36,425 56,044 86,231
9% Taxed Annually 13,688 18,736 25,646 35,104 48,051
10% Tax Deferred 16,105 25,937 41,772 67,275 108,347
10% Taxed Annually 14,157 20,042 28,374 40,169 56,868
11% Tax Deferred 16,851 28,394 47,846 80,623 135,855
11% Taxed Annually 14,639 21,430 31,371 45,924 67,228
12% Tax Deferred 17,623 31,058 54,736 96,463 170,001
12% Taxed Annually 15,134 22,903 34,661 54,456 79,386
13% Tax Deferred 18,424 33,946 62,543 115,231 212,305
13% Taxed Annually 15,642 24,467 38,272 59,865 93,640

** Tax-deferred results do not reflect taxes, which must be paid upon distribution.

** Taxable results assume taxes are paid annually at the 28% tax bracket. Examples are for illustrative purposes only, and are not intended to imply or guarantee any particular yield for any specific investment. The information contained herein is prepared for your use by Essex National Securities, Inc. member NASD, SIPC.

$100 Per Month Grows to…
5 Years 10 Years 15 Years 20 Years 25 Years
3% Tax Deferred* 6,481 14,009 22,754 39,912 44,712
3% Taxed Annually** 6,343 13,411 21,288 30,066 39,848
4% Tax Deferred 6,652 14,774 24,691 36,800 51,584
4% Taxed Annually 6,463 13,931 22,561 32,533 44,055
5% Tax Deferred 6,829 15,593 26,480 41,275 59,799
5% Taxed Annually 6,587 14,479 23,936 35,268 48,842
6% Tax Deferred 7,012 16,470 29,227 46,435 69,646
6% Taxed Annually 6,713 15,056 25,423 38,305 54,313
7% Tax Deferred 7,201 17,409 31,881 52,397 81,480
7% Taxed Annually 6,844 15,664 27,031 41,680 60,561
8% Tax Deferred 7,397 18,417 34,835 59,295 95,737
8% Taxed Annually 6,977 16,304 28,772 45,437 67,713
9% Tax Deferred 7,599 19,497 38,124 67,290 112,953
9% Taxed Annually 7,115 16,980 30,657 49,622 75,916
10% Tax Deferred 7,808 20,655 41,792 76,570 133,789
10% Taxed Annually 7,256 17,692 32,702 54,290 85,339
11% Tax Deferred 8,025 21,899 45,886 87,357 159,058
11% Taxed Annually 7,401 18,444 34,920 59,503 96,181
12% Tax Deferred 8,249 23,234 50,458 99,915 189,764
12% Taxed Annually 7,550 19,237 37,328 65,330 108,676
13% Tax Deferred 8,480 24,668 55,568 114,552 227,144
13% Taxed Annually 7,703 20,075 39,943 71,852 123,098

* Tax-deferred results do not reflect taxes, which must be paid upon distribution.

** Taxable results assume taxes are paid annually at the 28% tax bracket. Examples are for illustrative purposes only, and are not intended to imply or guarantee any particular yield for any specific investment. The information contained herein is prepared for your use by Essex National Securities, Inc. member NASD, SIPC.

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