Variable Annuity Calculator

See how a variable annuity might fit into your retirement plan.

What This Number Means

This projected value is only one part of the decision. Before you buy, consider:

  • How a variable annuity's market-based returns could grow your money

  • How fees within the annuity affect your net growth

  • Whether the potential upside justifies the added cost and risk

  • How this compares to holding the same investments outside an annuity

  • Whether this product fits your retirement income strategy

How to Use This Calculator

1

Enter your investment amount: Input the amount you plan to place in the variable annuity.

2

Add an expected rate of return: Enter an assumed annual investment return.

3

Include annuity fees: Enter the annuity's fee structure, including mortality and expense charges.

4

Review the projected value: See how the variable annuity might grow over time.

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