Calculators
Variable & Hybrid Index Annuity Calculator
Contributing to a variable annuity or hybrid index annuity creates long term tax-deferred growth and future income potential. Use this calculator to see how a variable annuity or hybrid index annuity might fit into your retirement plan.
Variable annuities are different than fixed annuities where the insurance company assumes all investment risk, with variable annuities you assume all investment risk for a higher growth potential. If you are risk averse you may choose to limit the amount you place in variable annuities to avoid a loss of your principal.
However, if you are okay with stock market volatility and the associated risks, you may choose a larger allocation to variable annuities for growth potential.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
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