| Current | Income | Allocation | Increasing Income
|
Growth Rates | ||||||||||
| Investment | Age | Age | Reserve | Initial | Increase 1 | Increase 2 | Increase 3 | Increase 4 | Reserve Fund | FIA | ||||
| Fund % | SPIA % | FIA Bonus | Income Rate | Income Rate | Income Rate | Income Rate | Income Rate | Growth Rate | Growth Rate | |||||
| Purpose | YourConcerns | |||||||||||||
| Preserve Principal | Preserve Principal | Year | Years | Age | SPIA | Reserve Fund | FIA | FIA Bonus | Value | W/D | W/D % | FIA Value | PortfolioValue | |
| Preserve Income | No Market Risk | 2021 | 1 | |||||||||||
| Increasing Income | Guaranteed Income | 2022 | 2 | |||||||||||
| No Market Risk | Increasing Income | 2023 | 3 | |||||||||||
| No or Low Fees | Competitive Returns | 2024 | 4 | |||||||||||
| Minutes Per Month To Manage | No Fees |
2025 | 5 | |||||||||||
| Certainty | Reserve Fund | 2026 | 6 | |||||||||||
| Pitfalls | 2027 | 7 | ||||||||||||
| Sequence Of Returns | 2028 | 8 | ||||||||||||
| Withdrawals & Losses | 2029 | 9 | ||||||||||||
| Wrong Withdrawal Rate | 2030 | 10 | ||||||||||||
| Unnecessary Fees | 2031 | 11 | ||||||||||||
| Wrong Product | 2032 | 12 | ||||||||||||
| Vulnerable | 2033 | 13 | ||||||||||||
| Requirements | 2034 | 14 | ||||||||||||
| Mathematical Plan | 2035 | 15 | ||||||||||||
| Multi Pillar Approach | 2036 | 16 | ||||||||||||
| Reserve Fund | 2037 | 17 | ||||||||||||
| FIA, MYGA, SPIAs | 2038 | 18 | ||||||||||||
| Low or No Fees | 2039 | 19 | ||||||||||||
| Guaranteed Principal | 2040 | 20 | ||||||||||||
| Earnings Locked In As Earned | 2041 | 21 | ||||||||||||
| Rules | 2042 | 22 | ||||||||||||
| Contractual | 2043 | 23 | ||||||||||||
| Insurance Backed | 2044 | 24 | ||||||||||||
| Disclosure | 2045 | 25 | ||||||||||||
| Stated returns are used for planning & calculation purposes only | 2046 | 26 | ||||||||||||
| 2047 | 27 | |||||||||||||
| Actual returns will vary based on product/index/performance | 2048 | 28 | ||||||||||||
| 2049 | 29 | |||||||||||||
| Principal & income are guaranteed by an insurance company | 2050 | 30 | ||||||||||||
| 2051 | 31 | |||||||||||||
| FIAs have surrender charges which could reduce principal if surrendered early. | 2052 | 32 | ||||||||||||
| 2053 | 33 | |||||||||||||
| 2054 | 34 | |||||||||||||
| Withdrawals prior to age 59 1/2 may be subject to IRS penalties | 2055 | 35 | ||||||||||||
| 2056 | 36 | |||||||||||||
| 2057 | 37 | |||||||||||||
| 2058 | 38 | |||||||||||||
| 2059 | 39 | |||||||||||||
| 2060 | 40 | |||||||||||||
| 2061 | 41 | |||||||||||||
| Final Value | Realized Value | |||||||||||||
I am dedicated to providing you with real service, clear numbers, and thorough advice to help you make the right choice for your retirement.
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