All calculators are downloadable Excel spreadsheets that allow you to save and amend your own personal data.With all the spreadsheets, enter your personal data in the purple coloured cells.
Fixed length annuity calculator
Do you have a lump sum amount of money at a fixed interest rate over a set period of time and wondering how much you will receive per payment period/installment? Then check out this calculator. Note, that the interest here is calculated at the beginning of each period, which may be different to your own investment. If your returns assumption doesn’t include any fees or tax, don’t forget to take those off your payments.
Fixed payment annuity calculator
Do you have a lump sum of money at a fixed interest rate and wondering how long you will receive payments for? Notice the difference from the calculator above. The previous fixed length annuity calculator providing you with how much you will receive. This fixed payment annuity calculator providing you with how long. Great for figuring out how long your savings or investment last for at any fixed rate of return. If your returns assumption doesn’t include any fees or tax, don’t forgot to deduct those from your return assumptions.
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