Savings and annuity plan calculator

A non-binding forecast calculation for securities accounts.

Please enter the expected values (by using points instead of commas as a decimal separator):

Lump-sum investment:EUR
Monthly savings rate:EUR
Yearly increase in the savings rate:%
Duration of savings phase:Years
Average yearly investment results:%
Withholding Tax:%
Solidarity Surcharge:%
Church Tax: 0.00 %
8.00 % (Bavaria, Baden-Württemberg)
9.00 % (other German Federal States)
Lump-sum savings allowance:EUR (unmarried max. 801,- EUR; married max. 1.602,- EUR)
Monthly withdrawal in the payout phase:EUR
Yearly increase of the withdrawal:%
Maximum duration of the payout phase:Years