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High exclusion ratio Spilt Annuity
100% Guaranteed
as of 07/22/2008 |
|
$100,000 Deposit |
|
Allocate
$22,571.96
to a Period Certain Immediate Annuity |
Allocate
$77,428.04
to purchase a 5-year Deferred
Annuity |
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 |
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Annuitant receives
$401.66
Per month for 5 Years Guaranteed
(93% TAX-EXCLUDED)*
Assumes 100%
Cost
Basis! |
Current
Interest Rate is
5.25%
Guaranteed Over 5 Years
5.85% year 1
5.10% years 2-5 |
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After
5 years
a GUARANTEED,
$100,000
will be available to the
annuitant.
(Rates may be less in
SOME STATES) |
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AnnuityExperts.com can customize a split annuity illustration based on
age, income desired and term (5 - 10 years).
A split annuity
is a fixed annuity that uses the best possible deferred annuity and
immediate annuity to guarantee income and principal. The above
illustrations show non qualified and qualified funds and how the income
may vary. After tax effect will determine which product fits after
applying the exclusion ratio.
Would
you like to receive a split annuity illustration?
|
Fixed
Annuity Experts
