LoriLeighEA
Employee Tax Expert

Retirement tax questions

Welcome to the Event, don321!

 

You have definitely done your research!

 

TurboTax does not do calculations for you, however, here is a good site to use for that purpose:

 

How to Calculate the Present and Future Value of Annuities 

 

403(b) choices are limited to annuities and mutual funds - so your annuity would be considered part of your 

403(b) plan.  

 

The IRS does go into more detail here: 403(b) Retirement Plans