Guaranteed Rate Annuities

Lock In Your Rate.
Know Exactly What You'll Have.

A Multi-Year Guaranteed Annuity is the simplest fixed annuity available. Put money in, earn a guaranteed rate, get more money back. No market risk, no surprises — and usually better rates than your bank.

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Tax-Deferred
Interest compounds without annual taxes, so more stays working for you
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Protected
Your principal is fully protected — zero market risk, zero surprises
The Basics

What Is a MYGA?

MYGA stands for Multi-Year Guaranteed Annuity. It is a contract between you and an insurance company. You deposit a lump sum, the insurer guarantees a fixed interest rate for a set number of years, and at the end of the term you receive your original deposit plus all the interest it earned.

Think of it as a supercharged CD — same basic structure, but typically higher rates, tax-deferred growth, and issued by an insurance company instead of a bank.

Terms run from 1 to 10 years. Rates are locked in on day one and cannot change. There is no stock market exposure, no variable returns, and no guessing. You know exactly what your money will be worth on the day it matures.

📌 MYGAs are one of the most straightforward financial products available
DEPOSIT $100K Day One LOCKED RATE 5.75% per year MATURITY $132K Year 5 5-Year Term — Rate Guaranteed Throughout ANNUAL COMPOUNDING Interest earns interest every year How a MYGA Works $100,000 at 5.75% for 5 years
Step by Step

How a MYGA Works

There are no moving parts. Here is the full lifecycle of a MYGA from start to finish.

1

You Choose a Term and Deposit

You pick a contract term — anywhere from 1 to 10 years — and make a lump-sum deposit. Most MYGAs have a minimum of $5,000 to $25,000. The deposit can come from savings, a maturing CD, a 401(k) rollover, or any liquid source.

2

Your Rate Is Locked In Immediately

The moment your contract is issued, your interest rate is fixed for the entire term. It cannot be lowered by the carrier, and it does not fluctuate with the market. If rates drop across the industry next month, yours stays exactly where it is.

3

Interest Compounds Annually — Tax Deferred

Each year, your interest is calculated on your growing balance — not just your original deposit. That is annual compounding. And unlike a CD, you do not pay taxes on that interest each year. The full amount stays in your account, growing, until you withdraw.

4

At Maturity You Have Options

When your term ends, you can take the full amount as cash, roll it into a new MYGA via a tax-free 1035 exchange, move it into a different annuity product, or transfer it to an IRA. You are never forced to cash out and trigger a tax bill if you do not want to.

The Math

Annual Compounding — Why It Matters

With annual compounding, each year's interest becomes part of your balance — so next year you earn interest on a larger number. Over time, that snowball effect makes a real difference.

$140K $130K $120K $110K $100K $105,750 Year 1 $111,824 Year 2 $118,254 Year 3 $125,064 Year 4 $132,244 Year 5 $100,000 Deposit $100,000 at 5.75% annually compounding — 5-year MYGA +$32,244 earned over 5 years Tax-deferred — no annual tax drag
Plain English Example

$100,000 at 5.75% for 5 years

Year 1: you earn $5,750. Balance: $105,750. Year 2: you earn $6,081 — because you are now earning 5.75% on $105,750, not just the original $100,000. By year 5 your balance is $132,244 — that is $32,244 earned on $100,000, with no taxes paid along the way.

MYGA vs. CD

Why MYGAs Usually Beat CDs

On the surface a MYGA and a CD look similar — fixed rate, set term, principal protection. But there are key differences that tend to favor the MYGA for money you do not need immediate access to.

Bank CD

The Familiar Option

  • Interest taxed every single year
  • Rates set by the bank, often lower
  • FDIC insured to $250,000
  • No access without early withdrawal penalty
  • Rolls over at whatever rate the bank offers
  • No tax-free rollover option at maturity
MYGA

The Stronger Option

  • Growth tax-deferred until you withdraw
  • Rates typically higher than bank CDs
  • NJ Guaranty Association protection
  • Free withdrawal provisions vary by product
  • Rate locked — immune to rate drops
  • 1035 exchange allows tax-free rollover

The Hidden Cost of Annual Taxes on a CD

Both earn the same 5.75% rate. The CD owner pays 22% federal tax on interest every year. The MYGA owner defers taxes until withdrawal. Here is the difference in ending balance after each year on a $100,000 deposit.

Year
CD After Tax
MYGA (Deferred)
Year 1
$104,485
$105,750
Year 3
$113,982
$118,254
Year 5
$124,618
$132,244

Assumes 5.75% rate, 22% federal tax bracket, annual compounding. CD interest taxed annually; MYGA growth tax-deferred. Taxes will be owed on MYGA growth at withdrawal. Illustrative only — your tax situation may differ.

Is This Right for You?

Who Should Consider a MYGA

You Have a Maturing CD

If your CD is coming due and the bank's renewal rate is lower than it was, compare it to current MYGA rates before you auto-renew. The difference is often significant.

You Have Idle Savings

Money sitting in a savings account or money market earning 3–4% can often do meaningfully better in a MYGA — with the same level of safety — if you have a 3–7 year window.

You Want Certainty

You know your rate on day one. You know your ending balance before you sign. No surprises, no market exposure, no annual guessing. If certainty matters to you, MYGAs deliver it.

You Want to Reduce Your Tax Bill

If you are in the 22–32% federal bracket and currently paying tax on CD interest every year, deferring that tax through a MYGA can save you real money over a multi-year term.

One Thing to Be Clear About

MYGAs work best for money you do not plan to touch during the term. Most products have a surrender period — withdrawing the full balance early will likely trigger a penalty. They are not the right fit for emergency funds or money you expect to need within the next year or two.

For the portion of your savings that is already sitting somewhere safe and not being touched — a MYGA is almost always the stronger option.

Ready to Explore?

Two Tools to Help You Get Started

See live rates or run your own numbers — both free, both take less than a minute.

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Live Rate Comparison Tool

See every MYGA currently available to New Jersey residents, filtered by your investment amount and sorted by highest rate.

Compare Live Rates
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MYGA Growth Calculator

Enter any rate and term and see exactly how your money grows year by year — with a side-by-side CD comparison after taxes.

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