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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Waddell & Reed

Office: 1-630-954-4611 x132

Fax: 630-954-5887

1111 West 22nd Street

Suite 100

Oak Brook, IL 60523

corsalus@wradvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Jason Dobrzynski and Maralynn Kearney are Financial Advisors offering Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

Corsalus Group and Waddell & Reed are unaffiliated entities.

Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.

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Waddell & Reed does not provide legal or tax advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with Waddell & Reed, Inc.

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