Variable Annuity Calculator

The variable annuity calculator is right for you if you are looking for long term tax deferred growth. That may play an important role in your retirement financial planning.

There are no tax deductions until you begin making withdrawals (that depends on your tax bracket at the time). Your tax advisor (or accountant) can give you further information on this as tax regulations do change.

To use our calculator you are asked to input:


• Starting balance
• Current age
• Annual contribution
• Current tax rate
• Withdrawal age
• Expected rate of return
• Retirement tax rate

There is also a surrender charge button to input the charge (percent) for early withdrawals.

The defintions of each of the above, and how to use the variable annuity calculator are provided for you. (Clicking this link will open up a separate window.)

Don't worry if it seems confusing...

Get a free annuity quote - let us help guide you through the options to make the best choices for you!


Or, get a free consultation from a Certified Financial Planner to go over your plans to help you make the best decision for your needs. 

"You'll be glad you did the



right thing."



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