Calculators
Annuity and Retirement Calculators
Free tools to project guaranteed growth, lifetime income, taxes and Social Security. No email required.
Growth and savings
CalculatorAnnuity Ladder CalculatorSplit savings across staggered MYGA terms and size the payout at each maturity date.CalculatorCD CalculatorSee a CD's balance, after-tax value and inflation-adjusted value side by side.CalculatorCD vs Annuity CalculatorCompare a CD taxed yearly against a MYGA taxed only at withdrawal.CalculatorCompound Interest CalculatorProject how a starting balance and monthly contributions grow at a given rate.CalculatorFixed Annuity CalculatorProject a MYGA's growth year by year and compare it against a CD after tax.CalculatorMYGA CalculatorProject a MYGA's guaranteed growth and see how it compares with a CD after tax.CalculatorSimple vs. Compound Interest CalculatorSee exactly how much compounding adds over simple interest on the same rate and term.
Taxes and Social Security
CalculatorAnnuity Roth Conversion CalculatorConvert a fixed index annuity to a Roth year by year and see the tax and RMD impact.CalculatorRMD CalculatorFind your required minimum distribution using the IRS Uniform Lifetime Table.CalculatorRoth Conversion CalculatorCompare converting to a Roth now against staying traditional, side by side.CalculatorSocial Security Claiming CalculatorCompare claiming at 62, full retirement age and 70, plus the age where waiting starts to pay off.CalculatorSocial Security Taxable Benefits CalculatorFind out how much of your Social Security check the IRS actually taxes.
Retirement income
CalculatorImmediate Annuity CalculatorSee what a lump sum could turn into as a guaranteed monthly paycheck.CalculatorIncome Rider CalculatorEstimate guaranteed lifetime income from an income rider using typical roll-up and payout rates.CalculatorRetirement Income Gap CalculatorFind your monthly income gap and what it would take to close it with guaranteed income.
Your quote
Find the annuity that fits your numbers.
Free. Private. No obligation. All 50 states.