AnnuityPay

Annuity vs Lump Sum Calculator

Annuity payouts versus taking a lump sum.

Your annuity numbers never leave your browser — all math runs locally.
$
%
%

Try: Premium=100000, Assumed rate=4, Payout years=20, Lump-sum return=6 → $100,000, $320,714, $-220,714, Lump sum (FV)

How to use

Compare the present value of the annuity’s payments with what the same money could grow to if invested as a lump sum.

FAQ

Which is safer?

The annuity removes longevity and market risk; the lump sum keeps control but risks both.

Related calculators