Annuity Calculators
For Fixed Annuity Calculator Click Here
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 It can provide a guaranteed minimum interest rate, with no taxes due on any earnings until they are withdrawn from the account.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 the calculator to help your client determine how a Fixed Annuity might fit into their retirement plan.
How Long Will My retirement savings last? Click Here
This calculator will see how long your clients retirement savings will last. It is based on your clients retirement and their inflation adjusted withdrawals.
Retirement Income Calculator Click Here
Use this calculator to determine how much monthly income your client's retirement savings may provide your client in their retirement. Their annual savings, expected rate of return and their current age all have an impact on their retirement's monthly income. View the full report to see a year-by-year break down of their retirement savings.
Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Immediate Annuity Calculator click here
An immediate annuity is a product sold by insurance companies that is designed to provide your client with an income stream for life. The income, by definition, is designed to start immediately - although some immediate annuities allow them to defer payments for up to one year. It is very important to remember that once your client sets up an immediate annuity, they will no longer control the money they put in it. Likewise, while the income stream is guaranteed for their lifetime, an untimely death will not result in any money being returned to their estate. This calculator is designed to help them estimate their monthly payments from an immediate annuity.
