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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 4.12% up 4.00%  
15 Y Fixed Graph 3.14% up 3.00%  
30 Y Fixed Jumbo Graph 4.24% up 4.17%  
5/1 ARM Graph 3.25% up 3.01%  
5/1 Jumbo ARM Graph 3.61% up 3.52%  
Loan Type Graph Rate +/- Last Week
$30K HELOC Graph 4.67% up 4.32%  
$50K HELOC Graph 4.04% up 3.99%  
$30K Loan Graph 5.00% up 4.99%  
$50K Loan Graph 4.36% -- 4.36%  
$75K Loan Graph 4.36% -- 4.36%  
Loan Type Graph Rate +/- Last Week
36 M New Graph 2.70% dw 2.84%  
36 M Used Graph 3.19% dw 3.37%  
48 M New Graph 3.03% dw 3.16%  
48 M Used Graph 2.91% dw 3.00%  
60 M New Graph 3.07% dw 3.17%  
Loan Type Graph Yield +/- Last Week
6 month Graph 0.39% up 0.38%  
1 yr Graph 0.70% -- 0.70%  
5 yr Graph 1.50% dw 1.50%