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Annuity Review
Do You Know What To Look For In Your Annuity?
Choose how your annuity was funded, then enter a few numbers from your latest statement.
Pre-tax annuity
Held in an IRA or retirement plan
Post-tax annuity
Bought with after-tax money
Can you still take a lump sum
Select one
I can still take a lump sum, even if I plan lifetime payments later
My lifetime payments have started
How your payments are set up
Select one
Life only
Life with cash or installment refund
Life with period certain
Joint and survivor
Guaranteed period
Select one
5 years
10 years
15 years
20 years
Spouse's age
Payment to your spouse after you
Select one
100%
75%
50%
Your age
Filing status
Select one
Single
Married filing jointly
Married filing separately
Head of household
Qualifying surviving spouse
Current surrender value
Total you paid in
Income you receive each year
Age payments started
Yearly income outside this annuity
Growth before fees
Select one
Conservative, 3%
Moderate, 4.5%
Aggressive, 6%
Yearly fees and rider charges
Select one
Not sure, assume 1.5%
None
1%
2%
2.5%
3%
Surrender charge if you left today
Select one
None
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
Free withdrawal each year
Select one
Not sure
None
5%
10%
15%
Show My Annuity Review