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Tools & Calculators

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.

Bank Rates

Loan Type Graph Rate +/- Last Week
30 Y Fixed Graph 4.17% dw 4.24%  
15 Y Fixed Graph 3.26% dw 3.30%  
30 Y Fixed Jumbo Graph 4.58% dw 4.66%  
5/1 ARM Graph 3.33% dw 3.42%  
5/1 Jumbo ARM Graph 3.73% dw 3.88%  
Loan Type Graph Rate +/- Last Week
$30K HELOC Graph 4.29% -- 4.29%  
$50K HELOC Graph 4.04% -- 4.04%  
$30K Loan Graph 5.09% -- 5.09%  
$50K Loan Graph 4.52% -- 4.52%  
$75K Loan Graph 4.52% -- 4.52%  
Loan Type Graph Rate +/- Last Week
36 M New Graph 2.93% -- 2.93%  
36 M Used Graph 3.46% dw 3.47%  
48 M New Graph 3.22% -- 3.22%  
48 M Used Graph 2.99% up 2.98%  
60 M New Graph 3.24% -- 3.24%  
Loan Type Graph Yield +/- Last Week
6 month Graph 0.35% -- 0.35%  
1 yr Graph 0.69% -- 0.68%  
5 yr Graph 1.39% -- 1.39%