How annuity payouts work
An annuity turns a pile of money into a stream of payments. The insurer (or your own account) keeps earning interest on the balance that hasn't been paid out yet, which is why a $100,000 annuity pays out more than $100,000 over its life. This calculator handles three questions: what a principal pays per month over a fixed period, how long a principal survives a payment you choose, and how a lottery's 30-year graduated annuity actually pays out.
The formula
M is the monthly payment, P the principal, r the monthly rate (annual rate ÷ 12), and n the number of monthly payments. It's the same amortization math as a mortgage, run in your favor. For the lottery mode, the first payment is jackpot × 0.05 / (1.0530 − 1), and each of the 30 annual payments is 5% larger than the last — chosen so they sum to exactly the advertised jackpot.
Worked example
$100,000 earning 5%, paid out over 10 years:
Monthly payment: $1,060.66 for 120 payments — $127,278.62 in total, of which $27,278.62 is interest earned along the way. Prefer to name the payment instead? Withdrawing $1,000/month from the same $100,000 at 5% lasts about 10 years, 10 months (130 payments). And if your payment is no more than the monthly interest — $500/month on $100,000 at 6% — the principal never shrinks and it pays forever.
Annuity types in plain English
An immediate annuity starts paying right away; a deferred one grows first and pays later. A fixed annuity pays a guaranteed rate (what this calculator models); a variable one moves with markets. A period-certain annuity pays for a set number of years, while a life annuity pays until you die — the insurer prices in life expectancy, which is why quotes differ from the pure math here. Real products also carry fees and surrender charges that this clean arithmetic doesn't include.
Lottery annuity vs. the lump sum
The advertised jackpot is the sum of 30 annuity payments, not cash in a vault. The cash option is typically only about 45–52% of the headline number — it's the amount that, invested by the lottery at bond yields, would fund those 30 payments. Take the annuity if you value a guaranteed, rising income and protection from your own spending; take the lump sum if you can invest at a better after-tax return than the implied bond rate, want flexibility, or worry about tax rates rising on future payments. Either way taxes take a large slice, and most winners' real risk isn't math — it's spending velocity.