Jonny SAMPLE
Market - Portfolio Withdrawals
VS Guaranteed Withdrawals
5% Withdrawals / One Bad Year / Actual S&P Returns
Jonny SAMPLE
GUARANTEED ANNUITY BENEFIT
5% OF ACCOUNT BALANCE AS SALARY
S&P YIELD
GAIN (LOSS)
PRELIMINARY ENDING BALANCE
BEGINNING BALANCE
ENDING BALANCE
YEAR
$61,356
2008 $500,000 $25,000 $475,000 -38.49% -$182,828 $292,173
$61,356
2009 $292,173 $14,609 $277,564 23.45% $65,089 $342,653
$61,356
2010 $342,653 $17,133 $325,520 12.78% $41,601 $367,121
$61,356
2011 $367,121 $18,356 $348,765 0% $0 $348,765
$61,356
2012 $348,765 $17,438 $331,327 13.41% $44,431 $375,758
Income Security By Being a Prompt Decision Maker !
TOTALS
$306,780
$92,536
Page 38
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