Phase
Accumulation Phase
Annuitization Phase
Type of Annuity
Ordinary Annuity
Annuity Due
You could withdraw
$579.95
monthly
based on $100,000.00 starting principal, a 3.5% growth rate and 20 year term
Annually
Monthly
Solve
How much can I accumulate?
How long will it take to reach my goal?
How much do I need to contribute each period to reach my goal?
What growth rate do I need to reach my goal?
Solve
How much will an annuity pay?
How long will annuity payments last?
How much principal will I need to meet my target income?
What growth rate will I need to meet my target income?
Lumpsum Contribution
$
Periodic Contribution
$
Periodic Contribution Frequency
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Semi-Monthly (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Annual Growth Rate
%
Term
Years
Accumulation Goal
$
Lumpsum Contribution
$
Periodic Contribution
$
Periodic Contribution Frequency
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Semi-Monthly (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Annual Growth Rate
%
Accumulation Goal
$
Lumpsum Contribution
$
Periodic Contribution Frequency
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Semi-Monthly (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Annual Growth Rate
%
Term
Years
Accumulation Goal
$
Lumpsum Contribution
$
Periodic Contribution
$
Periodic Contribution Frequency
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Semi-Monthly (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Term
Years
Starting Principal
$
Length of Annuity
Years
Annual Growth Rate
%
Withdrawal Frequency
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Semi-Monthly (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Starting Principal
$
Periodic Withdrawal
$
Periodic Contribution Frequency
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Semi-Monthly (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Annual Growth Rate
%
Length of Annuity
Years
Periodic Withdrawal
$
Periodic Contribution Frequency
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Semi-Monthly (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Annual Growth Rate
%
Starting Principal
$
Length of Annuity
Years
Periodic Withdrawal
$
Periodic Contribution Frequency
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Semi-Monthly (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)