Talk of The Villages Florida - View Single Post - Annuity or Lump sum payout?
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Old 08-30-2019, 12:25 PM
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Quote:
Originally Posted by collie1228 View Post
This is a math exercise, which should be done by a professional. Some people want to manage their own investments, so the annuity might not be for them. Others have no interest in managing their finances, so a monthly fixed payment may be better. All things being equal, a professional financial analyst can calculate the net present value of an income stream, and show you how much that income stream is worth in a lump sum.
Anyone with basic skills can calculate the NPV of an income stream using an excell spreadsheet. Very easy to do, and the interest rate used to calculate the NPV can be an input to the formula, so all one has to do is change the interest rate input cell to see the NPV at different discount rates.