Calculators
Run the numbers before you decide.
Nine interactive calculators with live charts to help you understand your financial picture. All estimates are illustrative — an advisor will run exact numbers.
Retirement income gap
How much of your essential spending is guaranteed, and what an annuity would need to cover the rest.
$1.5k$15k
$0$8k
$0$8k
Approximate annuity premium to close the gap
$567,273
Assumes a 5.5% lifetime payout rate at age 65, a mid-range figure. Actual payout rates depend on age, carrier and contract; an advisor will run exact numbers.
Talk it through with an advisor$2,600
Monthly gap
48%
Guaranteed share
$567k
Annuity premium
$2,400
Total guaranteed
/month
Breakdown
Social Security$2,400
Pension$0
Income gap$2,600
Income sources
Coverage breakdown
$2,400
Guaranteed income
$2,600
Remaining gap