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an·nu·i·ty  /əˈn(y)o͞oədē/ 

a form of insurance or investment entitling the investor to a series of annual sums.

On this page you will find several tools that can help you understand your future needs for retirement. This information is important for you to understand. If you have questions and would like further personal assistance, please schedule a 30 minute time with Peter by clicking the yellow button below.

An annuity is a contract between you and an insurance company in which you make a lump-sum payment or series of payments and, in return, receive regular disbursements, beginning either immediately or at some point in the future.

Retirement Cash flow Calculator

How much will you need for retirement? This calculator can help begin to understand what it will take for your retirement dreams.

Retirement Calculator

Regular IRA to Roth IRA Conversion

Insurance of course can provide protection for the ones you love in the event of your death, but did you know it can also provide a structure for you to use as your own bank?

Roth vs Traditional IRA


Retirement does not have to be an unknown.  You really can have a predictable retirement. 

© 2020 Peter Jeppson