TABER Asset Management
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Immediate Annuity Calculator
Immediate Annuity Calculator

This calculator compares the cumulative payments received and the internal rate of return of a fixed immediate annuity based on three different payout options: life only payment option (payments end at the death of the annuitant), life with a period certain option (payments will last for the greater of the life of the annuitant or a stated number of years), period certain (payments will be made for a stated number of years).


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Any information provided has been prepared from sources believed to be reliable but is not guaranteed, does not represent all available data necessary for making investment decisions and is for informational purposes only.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT and VT. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2024.