Annuity Calculator: Assess Your Retirement Earnings (2024)

Footnote1

The variable annuity product depicted here is not an actual variable annuity product and is hypothetical in nature only.

Footnote2

This tool is designed to provide educational information only. This tool does not take into account market fluctuation. You are advised to consult with a financial professional before making any investment decisions. This tool is not to be relied upon to predict or project the performance of any investment or investment strategy and is to be used at your own risk.

Footnote3

Actual payout rates are based on several factors including age and time for investment and will vary depending on product choice and selections. The results shown in this tool are not a guarantee of actual payout rate and are to be used for educational purposes only. For more information, please consult your financial professional.

Footnote4

In any given use case, depending on the type of annuity, product choice, etc., market fluctuation will impact account balance. Typically, this does not affect payout amount, however under certain circ*mstances, positive market growth and an increase in account value may result in a higher payout amount.

Footnote5

Annuities available at J.P. Morgan Wealth Management are issued by third-party insurance companies that are not affiliated with the company. Annuity payouts or guarantees of any kind are subject to the claims paying ability of the issuing insurance company. Annuities are distributed by Chase Insurance Agency, Inc. This tool and the information provided to you is for informational purposes and cannot be relied upon for any financial or investment decisions. JP Morgan Chase & Co. and its affiliates do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review ourJ.P. Morgan Securities LLC Form CRS (PDF)andGuide to Investment Services and Brokerage Products.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan Chase Bank N.A. Member FDIC.

Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Planning and investments

Whether you choose to work with an advisor and develop a financial strategy or invest online, J.P. Morgan offers insights, expertise and tools to help you reach your goals.

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor virtually or in your Chase branch to build a personalized financial strategy based on what’s important to you, starting with a minimum investment of $25,000.

J.P. Morgan online investing

Easily research, trade and manage your investments online all conveniently on chase.com and on the Chase Mobile® app. J.P Morgan online investing is the easy, smart and low-cost way to invest online. Check here for the latest J.P.Morgan online investing offers, promotions, and coupons.

Investment Tools & Resources

Our calculators are here to help you analyze your numbers and ensure you're on the path to meeting your financial goals.

  • For a comparison of IRAs and which one aligns with you: IRA Calculator
  • Plan for your retirement: 401K/403b Calculator
  • Compare annuity payouts to create your desired strategy: Annuity Calculator
  • Understand how your retirement contributions may differ: IRA Eligibility Calculator

Retirement planning

Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Rollover your account from your previous employer and compare the benefits of Brokerage, Traditional IRA and Roth IRA accounts to decide which is right for you.Planning for retirement can start at any point in your life. Review our retirement guide on getting started, saving, and what to do once you have retired.

Education planning

Funding for education can come from any combination of options and a J.P. Morgan Advisor can help you understand the benefits and disadvantages of each one. Compare among 529 Plans, custodial accounts, financial aid and other education options to help meet your college planning goals.

Wealth Plan

When planning for your future, J.P. Morgan Wealth Plan can help focus your efforts on achieving your financial goals. Through Wealth Plan, you can connect with an advisor to help you create a plan, adjust your financial strategy, and track your progress.

The Know

Get relevant tips and viewpoints to help you make smart investment decisions, powered by the expertise of J.P.Morgan.

Annuity Calculator: Assess Your Retirement Earnings (2024)

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