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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 3.97% dw 4.14%  
15 Y Fixed Graph 3.05% dw 3.13%  
30 Y Fixed Jumbo Graph 4.28% dw 4.33%  
5/1 ARM Graph 3.06% dw 3.24%  
5/1 Jumbo ARM Graph 3.52% up 3.38%  
Loan Type Graph Rate +/- Last Week
$30K HELOC Graph 4.38% -- 4.38%  
$50K HELOC Graph 4.07% up 4.06%  
$30K Loan Graph 4.63% -- 4.63%  
$50K Loan Graph 4.25% -- 4.25%  
$75K Loan Graph 4.25% -- 4.25%  
Loan Type Graph Rate +/- Last Week
36 M New Graph 3.06% dw 3.07%  
36 M Used Graph 3.28% dw 3.29%  
48 M New Graph 3.04% dw 3.05%  
48 M Used Graph 2.95% dw 2.96%  
60 M New Graph 3.12% dw 3.13%  
Loan Type Graph Yield +/- Last Week
6 month Graph 0.39% -- 0.39%  
1 yr Graph 0.62% up 0.61%  
5 yr Graph 1.52% -- 1.51%