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The Retirement Portfolio & Income Preservation Formula


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

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