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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 3.79% dw 3.84%  
15 Y Fixed Graph 2.90% dw 2.95%  
30 Y Fixed Jumbo Graph 4.36% up 4.28%  
5/1 ARM Graph 3.23% -- 3.23%  
5/1 Jumbo ARM Graph 3.54% dw 3.64%  
Loan Type Graph Rate +/- Last Week
$30K HELOC Graph 4.75% dw 4.76%  
$50K HELOC Graph 4.05% up 4.04%  
$30K Loan Graph 4.99% -- 4.99%  
$50K Loan Graph 4.35% -- 4.35%  
$75K Loan Graph 4.35% -- 4.35%  
Loan Type Graph Rate +/- Last Week
36 M New Graph 2.67% up 2.65%  
36 M Used Graph 3.18% up 3.17%  
48 M New Graph 2.94% up 2.93%  
48 M Used Graph 2.79% -- 2.79%  
60 M New Graph 3.06% up 3.04%  
Loan Type Graph Yield +/- Last Week
6 month Graph 0.41% up 0.40%  
1 yr Graph 0.71% dw 0.72%  
5 yr Graph 1.45% -- 1.45%