Annuity Illustration

  • Click On Special Expenses and enter the premium.  Duration 1 if one time premium. Last column Tax Deferred if from IRA or 401k.
  • Click on Cash Infusions to enter the Lifetime Withdrawal Income.  Duration is 40 or 50 if “lifetime” and it will run to the end of the plan.  Set a tax rate to deduct from the income.  Last column would be Taxable bc the received money would per se go into their checking account to be spent.
Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk