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Planning Calculators

For any long-term financial plan, it can be important to work with a trusted financial professional to create an investment strategy that suits your goals and your comfort with risk. But it never hurts to equip yourself with all the information you can gather on your own.

Take advantage of this wide variety of calculators to help you plan for the future and to decide whether your current financial trajectory is in line with your long-term objectives.

Featured Calculator

Illustration of Planning Calculators

Many factors can impact your Social Security benefit. Use this calculator to approximate the benefit you may receive.

Tax Deferral

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These calculators evaluate taxable and tax-deferred investment vehicles.

Retirement Planning

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Prepare for retirement with a variety of tools to calculate savings, expenses, income sources and more.

Taxes and Inflation

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Learn about how the impact of taxes and inflation can affect your long-term investing goals.

Qualified Plans

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Weigh the pros and cons of various qualified plans, their tax implications and distribution requirements.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.

Jackson® and its affiliates do not provide legal, tax or estate-planning advice. For questions about a specific situation, please consult a qualified advisor.

Annuities are issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

Jackson® is the marketing name for Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®.

• Not FDIC/NCUA insured • Not bank/CU guaranteed • May lose value •
Not a deposit • Not insured by any federal agency

CMN16268 10/19

© 2020. All rights reserved
Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951