Annuity Rate Table

As of March 15, 2018

Senior couple with grandchildren on bikes

Please note: The payment rate is stable, and is offered for at least 30 days from the date of inquiry. The other components change by a few dollars from day to day and cannot be confirmed to the exact dollar until the day of the contract. Approximate values are given for a few ages. Values for other ages would be in between the values listed.

Men

Age Payment Rate Income Per $50,000 Charitable Receipt per $50,000 (approx) Tax Free Annual Income per $50,000 (approx) Taxable
per $50,000 (approx)
65 4.85% $2,423 $10,000 $2,047 $376
69 5.38% $2,687 $10,000 $2,427 $265
73 6.04% $3,022 $10,000 $2,921 $101
77 6.83% $3,415 $10,050 $3,415 $0
81 7.53% $3,765 $11,292 $3,765 $0
85 8.42% $4,210 $11,940 $4,210 $0
91 10% $5,000 $11,721 $5,000 $0

Payment rates for those age 92 and older are also 10.00%.

Women

Age Payment Rate Income Per $50,000 Charitable Receipt
per $50,000 (approx)
Tax Free Annual Income per $50,000 (approx) Taxable
per $50,000 (approx)
65 4.49% $2,244 $10,000 $1,804 $440
69 4.87% $2,483 $10,000 $2,124 $359
73 5.57% $2,787 $10,000 $2,556 $231
77 6.34% $3,170 $10,000 $3,149 $21
81 7.25% $3,625 $10.173 $3,625 $0
85 8.17% $4,085 $11,080 $4,085 $0
91 10% $5,000 $10,648 $5,000 $0

Payment rates for those age 92 and older are also 10.00%.

Annuity Rate – Joint, with spouses same age

Age Payment Rate Income Per $50,000 Charitable Receipt
per $50,000 (approx)
Tax Free Annual Income per $50,000 (approx) Taxable
per $50,000 (approx)
75 5.05% $2,525 $10,000 $2,291 $234
80 5.80% $2,902 $10,000 $2,902 $0

Joint life annuity is payable as long as either person is alive.