This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.