Annuity calculators
Secure your retirement with our comprehensive calculators, including the Deferred Income Annuity, Income Gap, and Lifetime Income Calculators, to estimate annuity values and address income shortfalls, alongside a Fixed Indexed Annuity Growth Calculator to evaluate market-linked growth potential.
About our annuity calculators
Secure your retirement with our comprehensive suite of calculators designed to maximize your financial planning. Utilize the Deferred Income Annuity Calculator to estimate the value and lifetime income from a deferred income annuity, leveraging historical market data to capture potential growth. Address potential retirement shortfalls with our Income Gap Calculator to determine the income needed to maintain your lifestyle, easily supplemented through an annuity.
The Lifetime Income Calculator provides insight into the premium investment required to achieve guaranteed, level lifetime payouts, ensuring your financial security. Finally, we share a fixed indexed annuity growth calculator for those looking to estimate protected, market-linked growth potential.
Deferred Income Annuity Calculator
Use this calculator to estimate your annuity accumulation value and lifetime income for a deferred income annuity based upon our Deferred Income Annuity annuity strategy. This calculator uses historical market data to estimate your growth and payout. The chart is interactive and adjusts with the age you elect income. This is for clients looking for a period of market- linked growth before harvesting for a lifetime income, similar to a pension.
| Year | Age | Accumulation value | Est. annual income* |
|---|
* The displayed returns are calculated using historical data and are shown for illustrative purposes only, not as a guarantee or prediction of future rates.
Income Gap Calculator
Use this calculator to estimate how much income you'll need to make up with an income-generating asset, like an annuity, in retirement to maintain your quality of life and cover expenses.
income sources
expenses
estimates
Lifetime Income Calculator
Use this helpful calculator to help determine how much premium you'll need to purchase in order to reach your monthly income goals. This calculator is based up our Guaranteed Income strategy, which is a deferred income annuity with guaranteed, level lifetime payouts. Always consult our product pages for most up-to-date payouts and product terms as this calculator is for illustrative purposes only.
* The displayed periodic income is calculated as an estimate for illustrative purposes only, not as a guarantee or prediction of future rates. Actual income may vary depending on product and insurance carrier.
Fixed Indexed Annuity Growth Calculator
Use this calculator to estimate the growth of your investment in a fixed indexed annuity strategy compared to a baseline money market rate using historical data over a 10-year period.
Single Premium Immediate Annuity (SPIA) Calculator
Use this calculator to estimate the value of a Single Premium Immediate Annuity (SPIA). This is for clients looking to convert a lump sum into an immediate, guaranteed income stream for life. This calculator is for illustrative purposes only, please request a quote for the most up-to-date guarantees.
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Insurance products offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761).
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Any references to “portfolio,” “return,” or “performance” on this site relate solely to the performance of insurance products—primarily fixed indexed annuities (“FIAs”)—and are illustrative only.
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