Annuity vs CD Calculator

A fixed annuity grows tax-deferred; a CD is taxed every year. See which wins after tax.

Annuity value after tax
CD value after tax
Difference

Educational estimate only. Ignores annuity surrender charges, early-withdrawal penalties before age 59.5, and state taxes.

How it works

Both a fixed annuity and a CD pay a set interest rate, but they're taxed differently. A CD's interest is taxed every year, which drags on compounding. A fixed annuity grows tax-deferred, so the full balance compounds and you only owe tax when you withdraw. This compares the two after tax — taxing the CD each year and the annuity's gains at the end. The annuity usually pulls ahead over long terms and high tax brackets, but CDs are FDIC-insured and more liquid.

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Social Security Taxation → Guide: How SS Is Taxed → Net Worth → 401(k) Growth → Traditional IRA → 72(t) SEPP → FIRE Number → Guide: Tax on 401(k) Withdrawal → Guide: When Should You Retire → Fixed Annuity → Deferred Annuity → Guide: Immediate Annuity Income → Guide: Should You Take a Buyout → Guide: SS Spousal Benefits → Guide: Pension COLA Raises → Guide: How Much to Retire → Guide: How a Lump Sum Is Calculated → Guide: Lump Sum vs Monthly → Guide: How to Calculate Your RMD → Guide: Early Withdrawal Penalty → Pension Lump Sum Tax → Interest Rate Impact on Lump Sum → Early Retirement Reduction → Roth Conversion → Inherited IRA (10-Year Rule) → TSP (Thrift Savings Plan) → Cash Balance Pension → QDRO / Divorce Pension Value → Pension Lump Sum vs Monthly → Pension Buyout / Commuted Value → Pension Survivor Benefit → Pension COLA → Immediate Annuity Payout → Annuity vs Lump Sum → Annuity Present Value → How Long Savings Last → Withdrawal Rate → How Much to Retire → Income Gap → Inflation Impact → Social Security Break-Even → RMD (Required Minimum Distribution) → Social Security Spousal Benefit → Pension vs 401(k) Rollover → Early Withdrawal Penalty → Pension Maximization → 403(b) Retirement Calculator → 457(b) Retirement Calculator → Rule of 55 Calculator → Backdoor Roth IRA Calculator → Social Security Claiming Age Optimizer → Federal Pension (FERS) Calculator → Net Unrealized Appreciation (NUA) →