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Annuity Future Value Calculator

Calculate the future value of regular payments with compound interest over time

Calculate Annuity Future Value

$

Regular payment amount per period

%

Annual nominal interest rate

Number of years for payments

Additional months (0-11)

How often payments are made

Payments at end of period

Future Value Results

$0
Future Value
$0
Total Payments
$0
Total Interest

Calculation Details

Total Periods: 0

Periodic Rate: 0.0000%

Payment Type: End of Period

Interest Earned: 0% of payments

Growth Analysis

Payment Frequency: monthly

Compounding: monthly

Final Period Payment: $0

Example Calculation

Retirement Savings Example

Scenario: Save $500 monthly for 30 years

Payment Amount: $500 per month

Interest Rate: 7% annually

Term: 30 years

Payment Type: Ordinary annuity (end of month)

Compounding: Monthly

Results

Total Payments: $500 × 360 = $180,000

Future Value: ≈ $612,000

Interest Earned: ≈ $432,000

Formula: FV = PMT × [((1 + r)^n - 1) / r]

Where: r = 0.07/12, n = 30×12 = 360

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Annuity Types

Ordinary Annuity

Payments made at the end of each period

Common for: Mortgages, loans, retirement contributions

Annuity Due

Payments made at the beginning of each period

Common for: Rent, insurance premiums, lease payments

Growing Annuity

Payments increase by a fixed rate each period

Common for: Inflation-adjusted savings plans

Annuity Tips

Annuity due always has higher future value than ordinary annuity

More frequent compounding increases future value

Growing annuities help combat inflation

Start early to maximize compound growth

Consider tax implications for retirement accounts

Understanding Annuity Future Value

What is Future Value of Annuity?

The future value of an annuity is the total value of a series of equal payments at a specific point in the future, considering compound interest. This calculation helps determine how much your regular savings or investment contributions will be worth over time.

Key Applications

  • Retirement planning and 401(k) contributions
  • College savings plans (529 plans)
  • Regular investment portfolios
  • Sinking funds for major purchases

Mathematical Formulas

Ordinary Annuity:
FV = PMT × [((1 + r)^n - 1) / r]

Annuity Due:
FV = PMT × [((1 + r)^n - 1) / r] × (1 + r)

Growing Annuity:
FV = PMT × [((1 + r)^n - (1 + g)^n) / (r - g)]

Where:

• FV = Future Value

• PMT = Payment Amount

• r = Periodic Interest Rate

• n = Number of Periods

• g = Growth Rate (for growing annuity)

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