Serving Clients with Personal Attention Since 1933

Calculators

Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.

What Is The Future Value Of An Annuity?

Unlike a taxable account, a fixed annuity enjoys the benefits of tax deferral. In addition, many annuity companies offer a higher first year bonus rate. To be able to offer these higher rates companies typically require you to keep the funds invested for a period of time or suffer a surrender penalty for early withdrawal. Use this calculator to help determine your annuity value in a given year and compare it to a taxable savings account like a CD.


Savings and Assumptions
Annuity Information
Surrender Charges (if applicable)
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Greenlee, Kurras, Rice, Brown
Certified Public Accountants
627 N Donnelly Street, Mount Dora, FL 32757

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Certified Public Accountants 2021