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Contributions are made at the beginning of each year, before interest is calculated.
Tax is not computed in this calculator.
The above calculations are hypothetical estimates and are shown for illustrative purposes only. Calculations do not take into consideration appreciation or depreciation. Actual fees will be different by account.
Or view the estimated value of a $10,000 investment for the following funds based on the latest quarterly Fund expense ratio. Select the appropriate Fund PDF file that is applicable to you.
|Money Market Funds|
|Municipal Income Funds|