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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| IMPORTANT DISCLOSURES
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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| Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025. |
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