Estate Why Everyone Needs an Estate Strategy Full Size Version Share | Related Content Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. When Markets React When markets shift, experienced investors stick to their strategy. Tax-Advantaged Retirement Strategies Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.