Financial calculator

Annuity Payout calculator.

Estimate how much an annuity can pay or how long a fixed payment can last, including return rate, payout frequency, and balance schedule.

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Annuity payout
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Solve payout amount, payout length, total payments, and balance schedule.
Compare fixed-length and fixed-payment annuity income planning.
Output--live
Input--model
Cost--estimate
Total--summary
Estimate now

Annuity payout inputs

Choose fixed payout length or fixed payment, then enter principal, return rate, years, payment amount, and payout frequency.

Payout mode

Fix the payout length to solve the payment, or fix the payment to estimate how long the annuity lasts.

Fixed length solves a payment; fixed payment solves duration.

Annuity balance and return

Enter the starting balance, expected return, payout term, payment amount, and payout frequency.

Balance available at the payout phase.
Annual return while payouts are made.
Used in fixed-length mode.
Used in fixed-payment mode.
How often payments are distributed.

Reference features: Built around the reference feature set: fixed length, fixed payment, starting principal, interest/return rate, years to payout, payout frequency, total payments, and annuity balance schedule.

Visual breakdown

Key outputs update in result cards, charts, and schedules.

Live modelRetirement income

Annuity balance path

Projected balance as payments are distributed.

Payout schedule

Beginning balance, interest/return, payment, and ending balance.

About the Annuity Payout Calculator

This calculator estimates the payout phase of an annuity. It can solve the payment amount for a fixed payout length, or estimate how long an annuity can last when a fixed payment is supplied.

Overview During the payout phase, the annuity balance is distributed over time while the remaining balance may continue to earn interest or investment return.

Fixed length

Choose a payout length such as 10, 15, or 20 years and the calculator solves the periodic income amount.

Fixed payment

Choose a payment amount and the calculator estimates how long the balance can support that payout.

Payout frequency

Monthly, quarterly, semiannual, annual, semimonthly, and biweekly payments can produce different periodic payment amounts and schedules.

Annuity payout considerations

Annuity contracts may include surrender charges, income guarantees, tax rules, death benefits, or restrictions that are not modeled here. A fixed-length payout may leave money for beneficiaries if the owner dies early, while a fixed-payment approach can run out if withdrawals are too high.

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⚠ Disclaimer: This calculator is for education and planning only. Actual annuity payouts can depend on contract terms, insurer pricing, tax treatment, mortality assumptions, surrender charges, riders, and fees.

Annuity Payout Calculator FAQ

Answers about fixed-length payouts, fixed-payment payouts, payout frequency, interest during payout, and annuity income planning.

What does the annuity payout calculator estimate?

It estimates the payout amount for a fixed payout length or estimates how long an annuity can last when a fixed payment amount is withdrawn.

What is a fixed-length payout?

A fixed-length payout distributes an annuity balance over a selected number of years. The calculator solves the periodic payment for that term.

What is a fixed-payment payout?

A fixed-payment payout withdraws a chosen amount each period. The calculator estimates how long the balance can support that payment.

What payout frequencies are supported?

The calculator supports annual, semiannual, quarterly, monthly, semimonthly, and biweekly payout frequencies.

Does the annuity still earn interest during payout?

The model assumes the remaining balance earns the entered return while payments are distributed.

Does this include taxes or surrender charges?

No. It is an educational model and does not automatically include ordinary income tax, early withdrawal penalties, surrender charges, insurance fees, or contract restrictions.