Deferred Fixed Annuity Calculator

Calculator Use

Calculate the year end values, compounded effective interest rate, taxes and post-tax value for an annuity. Interest is compounded monthly by default but you can select your compounding period.

Initial Investment

Amount or present value that you are putting into your annuity

Term Year & Annual Rate

Each year of the annuity and its corresponding interest rate (rate of return) expected for that year.

Compound

The frequency that compounding will occur on your investment each year.

Investment is Pretax?

Check this box if your investment is made with pretax dollars and you want taxes calculated at the time of withdrawal

Tax Bracket

If you will not reinvest, enter the percentage tax you expect to pay at the time of withdrawal

Sample Output