Position your annuity’s tax-deferral advantages
Insurance carriers can use this calculator to show advisors the role of annuity in tax efficient investing
Back the analysis with 50+ years of market and tax data, with annuity fees included
This Calculator Allows You To Compare Two Key Results
Why Annuity Wholesalers Love This Tool
Quickly model your own specific annuity’s tax advantages
Illustrate positive outcomes with annuity fees included
With one click compare annuity vs taxable account growth and withdrawals
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This calculator provides hypothetical illustrations of annuity income and investment performance based on historical market data. The results are for informational purposes only and do not constitute financial, legal, or tax advice. Annuities are insurance products, not bank deposits, and are not insured by the FDIC or any federal agency. Guarantees are solely backed by the financial strength and claims-paying ability of the issuing insurance company. Actual annuity rates, terms, and benefits may vary by carrier and product. Investment portfolios are subject to market risk, including the potential for loss of principal. Past performance does not guarantee future results. Hedgeness Inc. is a software company and not authorized to sell any investment advice. Advisors should consult product-specific materials and client suitability requirements before making any recommendations. Read our methodology