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Tax Deferral Calculator

Using the same planning horizon, starting balance, ages, and other pertinent data, this calculator generates a hypothetical illustration to help analyze identical investments in a taxable account and a low-cost, tax-deferred (Investment Only Variable Annuity) account. See if your investment objectives, risk tolerance, tax rate, investable assets and time horizon make you a good candidate for the Investment Only Variable Annuity (IOVA).

Enter contribution and distribution assumptions, time horizon, tax rates and portfolio type to see how these factors impact accumulation at distribution age, the after-tax income generated while keeping pace with inflation during retirement years, and rate of return comparing after-tax cash flows. 250 simulations are ran in the comparison to model a variety of outcomes using historical market data.

The Tax Deferral Calculator you're trying to access is restricted to Financial Professionals. If you would like to use this tool, please Create an Account or contact your Nationwide Territory Manager at 866-667-0564 to request an illustration.