Retirement & Annuity Calculators

Only 43 percent of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Planning for retirement can seem overwhelming, but it doesn’t have to. 

You may be asking yourself some of the same questions as many others approaching retirement. Have I saved enough to retire? How long will my money last? When can I afford to stop working? How much retirement income will I need?

Our retirement calculators and annuity quotes are designed as educational tools to help you estimate answers to these common retirement and financial planning questions.

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Financial Calculators

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Retirement Savings Calculator

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More Annuity & Retirement Calculators

Annuity Calculators

Annuity TypeAnnuity Calculator
Fixed Annuity CalculatorOceanview Insurance Co.
Fixed Annuity CalculatorThe Standard Insurance Co.
Fixed Annuity CalculatorBankRate.com
Fixed Index Annuity CalculatorThe Standard Insurance Co.
Fixed Index Annuity CalculatorGreat American
Income Annuity CalculatorAIG
Income Annuity CalculatorThe Standard Insurance Co.
Income Annuity CalculatorCharles Schwab
Income Annuity CalculatorSun Life
Income Annuity CalculatorBrighthouse Financial
Income Annuity CalculatorUSAA Income Annuity
Lifetime Annuity CalculatorMidland National
Long Term Care Annuity CalculatorGlobal Atlantic
RMD Calculator Global Atlantic
Roth IRA vs Traditional IRA CalculatorGlobal Atlantic
Solving Your Retirement Income CalculatorMidland National
Taxable vs. Tax Deferred CalculatorGlobal Atlantic

Retirement Resources to Get Started

Retirement crisis in america Retirement income planning can seem overwhelming, but it doesn’t have to. Writing down all of your monthly expenses and separating them into the required costs of living and discretionary expenses is a great place to begin. The next step is to determine how much guaranteed monthly income you will receive from social security.

If you have an income gap between your required monthly expenses and the monthly income you will receive from social security; you may consider a 401k rollover into an annuity. Income annuities or an index annuity with an income rider can turn a portion of your retirement savings into a lifetime guaranteed monthly income stream.

"Catch-Up" Contributions

Once you’ve got an idea of guaranteed income and expenses, you may find you have some “catching-up” to do. This 2020 tax reference guide contains a lot of helpful information such as IRA, Roth IRA, and 401k annual contribution limits. 

This is useful because, for instance, if you are 50 and older, you can contribute an additional $6,500 annually to your 401k.

Retirement Planning Insights

Immediate annuity payouts: senior woman helping senior man to use computer
Annuities 101

Immediate Annuity Payouts

How Much Do Immediate Annuities Pay in 2021 A $100,000 Immediate Annuity would pay $449 monthly assuming you buy the annuity at age 65 and

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