Annuity Plan Calculator

The following savings and annuity plan calculator may help with considerations of the saving behaviour for retirement or of planning the size of withdrawals in the payout phase. Please take into consideration that these forecast calculations are based on numerous assumptions which you significantly influence with the values entered. The entered values as well as the resulting calculations are not verified by us. No statement can be made about the likelihood of occurance of the entered values. The resulting calculations do not constitute a recommendation and are solely intended to inform about the results of the calculation. Taxation issues are only taken into account rudimentarily and do not constitute exact information about future taxation.

Please click here to open the savings and annuity plan calculator.

This website is currently designed for potential customers based in Germany and subject to taxation in Germany only. Should you have any questions, please do not hesitate to contact us.

The information provided on this website is solely intended for persons in countries in which the services and products described on this website (e.g. investment funds) are registered and authorized for distribution. If documents are made available in English, this is for information purposes only and is not proof that authorization and distribution permits have been granted or applied for in any English-speaking countries. The information on investment funds in particular is not intended for US persons (i.e. persons who are US citizens, US residents, or otherwise subject to US legislation, or companies subject to the laws governing US territory) and may therefore not be offered to them or to parties acting on their behalf for sale. Accordingly, the investment funds mentioned on this website, are not sold within the USA or to US persons. Please note that it is also specifically forbidden to transfer investment funds mentioned on this website to the USA or to US persons by any means whatsoever. The published documents and the information contained therein may not be distributed in the USA or any other country in which the funds are not authorized for distribution.