Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Surprises Making the most of surprises is a great reason to work with us. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." 3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.