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Tax Deferral Calculator
The tax deferral calculator allows you to explore the potential for enhanced growth that a tax-deferred annuity offers. You define the parameters of a sample product, and the calculator estimates the growth of that product on both a taxed and tax-deferred basis; you can see the increased growth tax-deferred status gives your money.
Select Your Options
Input the product parameters
Give your annuity a name: 
 
Enter the Premium: $
Enter the 1st Year Premium Bonus: %
 
Select the Starting Year of the annuity: 
Select the Term Length of the annuity:  years
 
Select the Annual Tax Rate:  %
 
Enter the Annual Interest Rate: %
Enter the Bonus Interest Rate: %
Select the number of years the bonus rate is guaranteed: 
 
Also show the product after surrender charges have been applied:
Yes
No