Annuity Comparisons

Annuity Comparisons2017-05-12T02:02:46+00:00

Fixed Tax Deferred Annuity Information

Tax Deferred Amount
Value of your Tax Deferred Account:$100,000
Current Interest Rate6.00%
Taxable Account
Value of your Taxable Account:$100,000
Current Interest Rate:6.00%
Tax Bracket27.5%
               Tax Deferred Account                                               Taxable Account                                      Difference 
BalanceInterestValueBalanceInterestValue
$100,000$6,000$106,000$100,000$4,359$104,350$1,650
$106,000$6,360$112,360$104,350$4,539$108,889$3,471
$112,360$6,742$119,192$108,889$4,737$113,626$5,476
$119,102$7,146$126,248$113,626$4,943$118,569$7,679
$126,248$7,575$133,823$118.569$5,158$123,726$10,096
$133,823$8,029$141,852$123,726$5,382$129,108$12,743
$141,852$8,511$150,363$129,108$5,616$134,725$15,638
$150,363$9,022$159,385$134,725$5,861$140,585$18,800
$159,385$9,563$168,948$140,585$6,115$146,701$22,247
$168,948$10,137$179,085$146,701$6,381$153,082$23,003

Contact Us

1075-B Powers Place
Alpharetta, Georgia 30009
customerservice@directannuities.com
1-866-DA DOT COM (323-6826)

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