Annuity Payout Calculator – Retirement Income Estimator

Annuity Payout Calculator

Estimate your guaranteed retirement income from an annuity

Immediate Annuity
Deferred Annuity

Annuity Payout Results

Monthly Payout: $0
Annual Payout: $0
Total Value (Life Expectancy): $0
Internal Rate of Return: 0%

Understanding Annuity Payouts

What is an Annuity Payout?

An annuity payout is the distribution phase of an annuity contract where you receive regular payments from the insurance company in exchange for your initial premium. These payments can be structured in various ways depending on your needs and the type of annuity you purchased.

Types of Annuity Payout Options

  • Life Only: Provides the highest monthly payment but stops when you die
  • Life with Period Certain: Guarantees payments for your lifetime or a set period (e.g., 10 years)
  • Joint and Survivor: Continues payments for both you and your spouse
  • Fixed Period: Pays out over a specific number of years

Factors Affecting Your Payout

Several key factors determine how much you’ll receive from your annuity:

  • Your Age: Older annuitants generally receive higher payments
  • Interest Rates: Current market rates when you purchase the annuity
  • Payout Option: More guarantees mean slightly lower payments
  • Gender: Women typically receive slightly lower payments due to longer life expectancy
  • Premium Amount: The more you invest, the higher your payments

Tax Considerations

Annuity payouts may have different tax treatments depending on whether the annuity was purchased with pre-tax or after-tax dollars. Generally, only the earnings portion of each payment is taxable.