Annuity Payout Calculator

Finance guide

How to use the Annuity Payout Calculator

Estimate a level monthly payout from a balance, expected return, and payout term. The page also explains the level payout and shows a practical example: Spread a retirement balance across a selected payout term.

  1. 1

    Enter your details

    Enter a balance, expected return, and payout term, then complete any other fields shown in the calculator.

  2. 2

    Check the calculation

    Review the result alongside the level payout: Payment = balance x monthly rate / (1 - (1 + monthly rate)^-months).

  3. 3

    Compare scenarios

    Change one or more inputs to see how they affect the annuity Payout Calculator result before you use the estimate.