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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 3.73% dw 3.76%  
15 Y Fixed Graph 2.93% dw 2.96%  
30 Y Fixed Jumbo Graph 3.89% dw 3.96%  
5/1 ARM Graph 3.03% dw 3.08%  
5/1 Jumbo ARM Graph 3.14% up 3.12%  
Loan Type Graph Rate +/- Last Week
$30K HELOC Graph 4.59% dw 4.62%  
$50K HELOC Graph 4.09% dw 4.11%  
$30K Loan Graph 4.87% dw 4.91%  
$50K Loan Graph 4.33% dw 4.34%  
$75K Loan Graph 4.33% dw 4.34%  
Loan Type Graph Rate +/- Last Week
36 M New Graph 2.69% -- 2.69%  
36 M Used Graph 3.15% dw 3.16%  
48 M New Graph 2.93% dw 2.94%  
48 M Used Graph 2.75% dw 2.76%  
60 M New Graph 3.08% -- 3.08%  
Loan Type Graph Yield +/- Last Week
6 month Graph 0.37% up 0.36%  
1 yr Graph 0.67% -- 0.67%  
5 yr Graph 1.47% dw 1.47%