Sample Split Income Annuity Rates
Split Annuity rates guarantee income and principal return.

Quick links:
How to Apply / Request a Quote / Contacts / Annuities Home Page

 

NQ - High exclusion ratio / tax brackets

Qualified -  Pension IRA rollovers

$250,000

Allocate
$73,624.21
to a Period Certain Immediate Annuity

Allocate
$176,375.79
to purchase a
10-year Deferred Annuity

Annuity Income

Annuity Accumulation

Annuitant receives
$675.87
Per month for 10 Years Guaranteed
(90.8% TAX-EXCLUDED)

Current Interest Rate is
3.55%
Guaranteed Over the 10 Years

End of Annuity Term

After 10 years a GUARANTEED,
$250,000
will be available to the annuitant.

$250,000

Income using systematic withdrawals of interest, can be stopped and started. Income not taken will be credited to deferred side.

Allocate
$250,000
to purchase a
10-year Deferred Annuity

Annuity Income Annuity Accumulation

Annuitant receives
$768.16
Per month for 10 Years Guaranteed
(100% Taxable)

Current Interest Rate is
3.75%
Guarantee For 10 Years

End of Annuity Term

After 10 years a GUARANTEED,
$250,000
will be available to the annuitant.

Rates may vary in some states.
Updated 01/20/2014

 

There are hundreds of fixed annuities and thousands of features available in the market. Be sure to get the facts and all the details from a Fixed Annuity Expert @ 800-373-9697.

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?


Name:

Age: State:

Email:

Deposit Amount: and / or

Desired Monthly Income:

Split annuity income payouts start in 30 days

Term:
5 Years 6 Years 7 Years
8 Years 9 Years 10 Years

Type of funds:
Qualified - IRA, Pension, Rollovers
Non Qualified - Cash, after tax, 1035 exchanges
    
Cost Basis: (original deposit) for exclusion ratio

Phone:
Please feel free to call us at 800-373-9697

VALIDATE: ENTER THE WORD service: