Tax vs. Non-Tax Yield

David Novak David Novak
Oct 27, 2016 7 min read
422
$100,000 Lump Sum Investment Grows to...
5 Years10 Years15 Years20 Years25 Years
3% Tax Deferred*11,59313,43915,58018,06120,938
3% Taxed Annually**11,12812,38313,77915,33317,062
4% Tax Deferred12,16714,80218,00921,91126,658
4% Taxed Annually11,52513,28315,31017,64520,336
5% Tax Deferred12,76316,28920,78926,53333,864
5% Taxed Annually11,93414,24316,99820,28624,210
6% Tax Deferred13,38217,90823,96632,07142,919
6% Taxed Annually12,35515,26418,85923,30028,787
7% Tax Deferred14,02619,67227,59038,69754,274
7% Taxed Annually12,78716,35120,90826,73634,188
8% Tax Deferred14,69321,58931,72246,61068,485
8% Taxed Annually13,23117,50723,16430,65040,554
9% Tax Deferred15,38623,67436,42556,04486,231
9% Taxed Annually13,68818,73625,64635,10448,051
10% Tax Deferred16,10525,93741,77267,275108,347
10% Taxed Annually14,15720,04228,37440,16956,868
11% Tax Deferred16,85128,39447,84680,623135,855
11% Taxed Annually14,63921,43031,37145,92467,228
12% Tax Deferred17,62331,05854,73696,463170,001
12% Taxed Annually15,13422,90334,66154,45679,386
13% Tax Deferred18,42433,94662,543115,231212,305
13% Taxed Annually15,64224,46738,27259,86593,640

** 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 Years10 Years15 Years20 Years25 Years
3% Tax Deferred*6,48114,00922,75439,91244,712
3% Taxed Annually**6,34313,41121,28830,06639,848
4% Tax Deferred6,65214,77424,69136,80051,584
4% Taxed Annually6,46313,93122,56132,53344,055
5% Tax Deferred6,82915,59326,48041,27559,799
5% Taxed Annually6,58714,47923,93635,26848,842
6% Tax Deferred7,01216,47029,22746,43569,646
6% Taxed Annually6,71315,05625,42338,30554,313
7% Tax Deferred7,20117,40931,88152,39781,480
7% Taxed Annually6,84415,66427,03141,68060,561
8% Tax Deferred7,39718,41734,83559,29595,737
8% Taxed Annually6,97716,30428,77245,43767,713
9% Tax Deferred7,59919,49738,12467,290112,953
9% Taxed Annually7,11516,98030,65749,62275,916
10% Tax Deferred7,80820,65541,79276,570133,789
10% Taxed Annually7,25617,69232,70254,29085,339
11% Tax Deferred8,02521,89945,88687,357159,058
11% Taxed Annually7,40118,44434,92059,50396,181
12% Tax Deferred8,24923,23450,45899,915189,764
12% Taxed Annually7,55019,23737,32865,330108,676
13% Tax Deferred8,48024,66855,568114,552227,144
13% Taxed Annually7,70320,07539,94371,852123,098

* 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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