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Strip The Interest Indexed Split Qualified Split

 

Just Strip The Interest For Income
02/03/2009

$100,000

Use the free withdrawal of interest provision
to guarantee an income stream!

Allocate
$100,000
to purchase a 10-year Deferred Annuity

Annuity Income

Annuity Accumulation

Annuitant receives
$486.76
Per month for 10 Years Guaranteed
(100% Taxable)

Current Interest Rate is
6.00%
Guaranteed For 10 Years

Annuity Accumulation

After 10 years a GUARANTEED,
$100,000
will be available to the annuitant.

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:

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Deposit Amount: and / or

Desired 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

Requests / Comments:

   

 

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Last modified: 09/12/11