Annuity Calculators

Don't Just Shop, Implement a Solid Retirement Strategy

Purchasing an annuity is a big decision. Online research is a good start, but prudent investors should discuss all their options and risks with an independent financial advisor. Request a free, no-obligation consultation today, along with a report of current rates on brand-name annuities.

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Immediate Annuity Calculator — Use this annuity calculator to determine regularly scheduled payouts for immediate fixed annuities and single premium immediate annuities (SPIA).

Deferred Annuity Calculator — Use this annuity calculator to determine final balances for products that defer and re-invest earnings. Applicable to deferred variable and deferred fixed annuities.

Index Annuity Calculator — Use this annuity calculator to back-test index annuities against historical S&P 500 data.

Future Value Annuity Calculator — Use this annuity calculator to determine the future value of any annuity contract.

Present Value Annuity Calculator — Use this annuity calculator to determine the present value of any annuity contract.

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