Annuity vs. Lump Sum Payout Calculator

Annuity Details

Payment Amount (per period):

$

Payment Frequency:

Number of Years for Annuity:

Lump Sum Offer

Lump Sum Amount Offered:

$

Discount Rate Assumption

Annual Discount Rate / Expected Investment Return:

%

This is the rate used to calculate the present value of the annuity. It could be your expected rate of return if you invested the lump sum.