Comparison of Annuities
| COMPARISON OF LIFE ANNUITIES | ||||
| ANNUITY | Life with 10 Years | Life with 100% Refund | Life with NO Refund | Life with 20 Years |
| Premium | $100,000 | $100,000 | $100,000 | $100,000 |
| Annuity Payment | $6,475 | $6,064 | $6,885 | $5,577 |
| Beneficiary Protection | $64,752 | $100,000 | $0 | $111,536 |
| Taxable Portion of Initial Payment | $26 | $0 | $434 | $0 |
| After Tax Return through Life Expectancy | 0.8% | 0.3% | 1.4% | 0.8% |
| After Tax Return through Age 100 | 4.2% | 3.7% | 4.7% | 3.1% |
| Liquidity at Start | $50,000 | $67,054 | $0 | $69,500 |
| Liquidity End Age | 79 | 86 | NA | 89 |
| When Do it Yourself Savings Run Out | 85 | 86 | 84 | 87 |
| FIXED PERIOD ANNUITIES | |||
| ANNUITY | 5 Years Certain Only | 10 Years Certain Only | 20 Years Certain Only |
| Premium | $100,000 | $100,000 | $100,000 |
| Annuity Payment | $20,452 | $10,417 | $5,682 |
| Beneficiary Protection | $102,261 | $104,171 | $113,641 |
| Taxable Portion of Initial Payment | $0 | $0 | $278 |
| After Tax Return through End of Period | 0.5% | 0.5% | 1.2% |
| Liquidity at Start | $88,548 | $80,438 | $70,811 |
-
Design Your Own Annuity -
> Understand How Your Annuity Works -
> Compare Annuities
Compare Your Annuity to Other Annuities -
? Request a Personalized Go2Income Guide in Selecting Your Annuity.
-
i -
i
