What is an inflation-adjusted annuity?

Often referred to as an inflation-protected annuity, an inflation-adjusted annuity guarantees a real rate of return that matches or exceeds the rate of inflation. According to the U.S. Securities and Exchange Commission, the real rate is the true economic benefit offered by an investment after taking into account taxes and inflation.

What is the annuity payout calculator?

The Annuity Calculator is intended for use involving the accumulation phase of an annuity and shows growth based on regular deposits. Please use our Annuity Payout Calculator to determine the income payment phase of an annuity.

How should annuities be evaluated?

Annuities should be evaluated in the context of your detailed long term financial plan. Use this Annuity Calculator to estimate your payout, but don’t make a decision about the annuity without knowing exactly how much income you need, how much income you can afford, and evaluating your other options for securing income.