Annuity Accumulation Calculator

Plan your retirement savings growth

Deferred Annuity Calculator | Calculate Future Retirement Value

Calculator Inputs

Enter your annuity details to calculate future value with compound interest.

$
One-time investment at the start of your annuity
Add Recurring Contributions
Regular payments increase your final value significantly
$
12 payments per year (Monthly)

Time & Growth

20 years
Time until you start receiving payments The deferral period is when your annuity grows tax-deferred before you begin receiving payments.
5.5%
Expected annual return on investment Historical average returns for balanced portfolios range from 3-8% after inflation.

Example Scenarios

See how different strategies can impact your retirement savings:

Early Career Saver

$5,000 initial + $200/month for 30 years at 6%

≈ $208,450

Mid-Career Accelerator

$20,000 initial + $500/month for 20 years at 5.5%

≈ $268,900

Projected Results

Future Value After
20 Years
$0
Total account value at retirement
Your Contributions 0%
Shows what portion of your future value comes from your own contributions
Total You Contributed
$0
Initial + all recurring payments
Interest Earned
$0
Power of compound growth
Monthly Income Equivalent
$0
Estimated 4% annual withdrawal

Growth Over Time

Contribution vs Growth

What-If Analysis

Adjust values to see how changes affect your outcome:

0%
0%

Calculating Your Future Value

Processing compound interest calculations…

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