Account
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.
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| Loan Type | Graph | Rate | +/- | Last Week |
|---|---|---|---|---|
| 30 Y Fixed |  |
3.75% |  |
3.66% |
| 15 Y Fixed | |
2.89% | |
2.79% |
| 30 Y Fixed Jumbo | |
4.05% | |
3.99% |
| 5/1 ARM | |
2.66% | |
2.59% |
| 5/1 Jumbo ARM | |
3.01% | |
2.98% |
| Loan Type | Graph | Rate | +/- | Last Week |
|---|---|---|---|---|
| $30K HELOC | |
4.98% |  |
4.99% |
| $50K HELOC | |
4.56% | -- | 4.56% |
| $30K Loan | |
6.17% | |
6.18% |
| $50K Loan | |
5.97% | |
6.01% |
| $75K Loan | |
5.94% | |
5.97% |
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