Fixed Annuity Calculator

Shows how a fixed annuity can provide secure, tax-deferred retirement income.

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Annuity Details

$
%
20 years
%

Annuity Growth

$265,329.77
Future Value
$165,329.77
Total Interest
Tax-Deferred Benefit$56,515
Effective Annual Return5

Your $100,000 investment at 5% will grow to $265,329.77 over 20 years with tax-deferred growth.

Year-by-Year Growth

Year 1
$105,000
+$5,000 interest
Year 2
$110,250
+$5,250 interest
Year 3
$115,762.5
+$5,512.5 interest
Year 4
$121,550.63
+$5,788.13 interest
Year 5
$127,628.16
+$6,077.53 interest
Year 6
$134,009.56
+$6,381.41 interest
Year 7
$140,710.04
+$6,700.48 interest
Year 8
$147,745.54
+$7,035.5 interest
Year 9
$155,132.82
+$7,387.28 interest
Year 10
$162,889.46
+$7,756.64 interest
Year 11
$171,033.94
+$8,144.47 interest
Year 12
$179,585.63
+$8,551.7 interest
Year 13
$188,564.91
+$8,979.28 interest
Year 14
$197,993.16
+$9,428.25 interest
Year 15
$207,892.82
+$9,899.66 interest
Year 16
$218,287.46
+$10,394.64 interest
Year 17
$229,201.83
+$10,914.37 interest
Year 18
$240,661.92
+$11,460.09 interest
Year 19
$252,695.02
+$12,033.1 interest
Year 20
$265,329.77
+$12,634.75 interest

Projection

How it works›

Model and assumptions. Compounds the deposit at the entered credited or expected return, subtracts modeled fees and estimates tax on growth as shown. Variable returns are represented by a constant assumption. Contract guarantees, riders, surrender charges and early-distribution rules are not inferred.NAIC: life insurance and annuities