Calculators

Fixed Index Annuity Calculator

A fixed annuity can provide a very secure, tax-deferred investment. It can provide a guaranteed minimum interest rate, with no taxes due on any earnings until they are withdrawn from the account. Use this calculator to help you determine how a fixed index annuity might fit into your retirement plan.

Calculate the potential growth of your fixed annuity investment with tax-deferred benefits and guaranteed minimum returns.

Basic Information

Initial amount to invest in the annuity
Amount you'll add each year
Age when you plan to start withdrawals

Tax Information

Your current marginal tax rate
Expected tax rate in retirement
Expected return on taxable investments

Interest Rate Information

Guaranteed initial rate
Expected rate after guarantee period
Lowest possible rate guaranteed

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