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Type of Annuities
What is an annuity?
A Fixed Annuity?
A MYGA or CD-Type?
A Indexed Annuity?
A Immediate Anuity?
A Variable Annuity?
Features
How do they work?
Yield to Surrender
Tax Treatment
Tax Comparison
Calculate & Compare
Income for Life
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Guarantee Laws
Calculators
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Taxable - Deferred
Savings Goal
What will I have??
Number of Years
Dollars Monthly?
Lump Sum
Future Value?
Charitable Gift
What are they?
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ACGA Annuity Rates
Split Annuities
What are they?
Ratios & Income
Distributions
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Pre 59 1/2 Penalty
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59 1/2 Avoidance
Rollovers and
Transfers
Whats a Rollover?
1035 Exchanges
Research and Refrence
Tax Code Online
IRS Publications

Life Expectancy

Tax Defferred Account vs. Taxable Account
Tax Deferred Amount
Value of your Tax Deferred Account: $100,000
Current Interest Rate 6.00%
 
Taxable Account
Value of your Taxable Account: $100,000
Current Interest Rate: 6.00%
Tax Bracket 27.5%

 
Tax Deferred Account Taxable Account
Balance Interest Value Balance Interest Value Difference
 
$100,000 $6,000 $106,000 $100,000 $4,359 $104,350 $1,650
$106,000 $6,360 $112,360 $104,350 $4,539 $108,889 $3,471
$112,360 $6,742 $119,192 $108,889 $4,737 $113,626 $5,476
$119,102 $7,146 $126,248 $113,626 $4,943 $118,569 $7,679
$126,248 $7,575 $133,823 $118.569 $5,158 $123,726 $10,096
 
$133,823 $8,029 $141,852 $123,726 $5,382 $129,108 $12,743
$141,852 $8,511 $150,363 $129,108 $5,616 $134,725 $15,638
$150,363 $9,022 $159,385 $134,725 $5,861 $140,585 $18,800
$159,385 $9,563 $168,948 $140,585 $6,115 $146,701 $22,247
$168,948 $10,137 $179,085 $146,701 $6,381 $153,082 $23,003
 
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