Jonny SAMPLE
$5,113
5. SPEND INDEX INCOME RIDER (with access to remaining principal) Your Top 3 Monthly Carriers :
5. SPEND INDEX INCOME RIDER (with access to remaining principal)
?
AMOUNT DECLARABLE TO IRS :
Equitrust
$5,113 $4,604
Eagle
income starts in 5 years
Aspida $4,600 Rates are valid for 5/3/2024
Jonny SAMPLE
GUARANTEED BENEFITS BELOW
TOTALS
BUDGET AFTER ANNUITY
GUARANTEED CASH FLOW based on annual benefit
HOW TO INTERPRET THIS CHART: BASED ON OUR CURRENT MONTHLY EXPENSES OF :
PAID
$500,000
$500,000
divided by ORIGINAL PREMIUM paid
DEFICIT / SURPLUS
RECEIVED
$1,840,680
$1,840,680
ANNUAL
$61,356
$61,356
MONTHLY
$5,113
$5,113
CUMULATIVE
MONTHLY
$3,400 Inflating Each Year at :
$1,359 $16,310
$5,113
$5,113 $61,356
12.27%
65 1
$1,284 $31,718
$5,113
12.27%
$5,113 $61,356
66 2
$1,207 $46,208
$5,113
12.27%
$5,113 $61,356
67 3
2%
$1,129 $59,760
$5,113
12.27%
$5,113 $61,356
68 4
$1,050 $72,356
$5,113
12.27%
$5,113 $61,356
69 5
THAT EXISTS
$968 $83,977
$5,113
12.27%
$5,113 $61,356
70 6
NOW, BEFORE AND IN:
$886 $94,604
$5,113
12.27%
$5,113 $61,356
71 7
$801 $104,215
$5,113
12.27%
$5,113 $61,356
72 8
EVERY YEAR OF RETIREMENT AND USING ANNUITY PREMIUM IN THIS CHART OF SPECIFICALLY
$715 $112,792
$5,113
12.27%
$5,113 $61,356
73 9
$627 $120,313
$5,113
12.27%
$5,113 $61,356
74 10
$537 $126,758
$5,113
12.27%
$5,113 $61,356
75 11
$446 $132,104
$5,113
12.27%
$5,113 $61,356
76 12
$352 $136,330
$5,113
12.27%
$5,113 $61,356
77 13
$257 $139,414
$5,113
12.27%
$500,000
$5,113 $61,356
78 14
$160 $141,332
$5,113
12.27%
$5,113 $61,356
79 15
$61 $142,061
$5,113
12.27%
$5,113 $61,356
80 16
THEN WE WILL HAVE TO SPEND FROM OUR RETIREMENT SAVINGS
-$40 $141,578
$5,113
12.27%
$5,113 $61,356
81 17
-$143 $139,858
$5,113
12.27%
$5,113 $61,356
82 18
-$248 $136,877
$5,113
12.27%
$5,113 $61,356
83 19
-$356 $132,609
$5,113
12.27%
$13,230
$5,113 $61,356
84 20
-$465 $127,028
$5,113
12.27%
$5,113 $61,356
85 21
IN ORDER TO SURVIVE RETIREMENT
-$577 $120,108
$5,113
12.27%
$5,113 $61,356
86 22
-$690 $111,823
$5,113
12.27%
$5,113 $61,356
87 23
-$806 $102,146
$5,113
12.27%
$5,113 $61,356
88 24
-$925 $91,047
$5,113
12.27%
$5,113 $61,356
89 25
OR WE WILL HAVE A WONDERFUL SURPLUS OF :
-$1,046 $78,500
$5,113
12.27%
$5,113 $61,356
90 26
-$1,169 $64,474
$5,113
12.27%
$5,113 $61,356
91 27
-$1,294 $48,941
$5,113
12.27%
$5,113 $61,356
92 28
-$1,423 $31,870
$5,113
12.27%
$13,230
$5,113 $61,356
93 29
-$1,553 $13,230
$5,113
12.27%
$5,113 $61,356
94 30
per-spec-tive (latin) "the science of optics"
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