Variable Annuity Calculator
Shows how a variable annuity may support retirement savings and income.
Annuity Details
$
%
20 years
5 years40 years
%
%
Projected Growth
$386,968.446
Gross Projected Value
$265,329.771
Value After Fees
Total Fees Paid$66,131.91
Tax-Deferred Benefit-$12,924.66
Effective Annual Return5
Your $100,000 investment could grow to $265,329.771 after 2% annual fees. The tax-deferred growth provides an additional $-12,924.661 benefit compared to a taxable account.
Year-by-Year Projection
Year 1
$105,000
+$7,000-$2,000 fees
Year 2
$110,250
+$7,350-$2,100 fees
Year 3
$115,762.5
+$7,717.5-$2,205 fees
Year 4
$121,550.625
+$8,103.375-$2,315.25 fees
Year 5
$127,628.156
+$8,508.544-$2,431.013 fees
Year 6
$134,009.564
+$8,933.971-$2,552.563 fees
Year 7
$140,710.042
+$9,380.669-$2,680.191 fees
Year 8
$147,745.544
+$9,849.703-$2,814.201 fees
Year 9
$155,132.822
+$10,342.188-$2,954.911 fees
Year 10
$162,889.463
+$10,859.298-$3,102.656 fees
Year 11
$171,033.936
+$11,402.262-$3,257.789 fees
Year 12
$179,585.633
+$11,972.376-$3,420.679 fees
Year 13
$188,564.914
+$12,570.994-$3,591.713 fees
Year 14
$197,993.16
+$13,199.544-$3,771.298 fees
Year 15
$207,892.818
+$13,859.521-$3,959.863 fees
Year 16
$218,287.459
+$14,552.497-$4,157.856 fees
Year 17
$229,201.832
+$15,280.122-$4,365.749 fees
Year 18
$240,661.923
+$16,044.128-$4,584.037 fees
Year 19
$252,695.02
+$16,846.335-$4,813.238 fees
Year 20
$265,329.771
+$17,688.651-$5,053.9 fees