NQDC Deferral Value Calculator
Your Compensation
$
$
%
Applied to both salary and bonus each year before distributions begin.
Annual Deferral Elections
%
%
$
Credited to your NQDC account only (not reflected in taxable comparison).
Timing
Must be greater than your current age.
Paid as equal annual installments (1 to 20 years).
Return & Tax Assumptions
%
Enter your expected investment return (0%–12%). No additional fee adjustments are applied.
%
Marginal ordinary income rate before distributions begin.
%
Marginal ordinary income rate when receiving NQDC payments.
%
All-in rate applied to gains in the taxable account (includes NIIT if applicable).
Enter your information on the left
and your results will appear here automatically.