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 | $7,529 | $7,360 | $8,020 | $6,571 |
| Beneficiary Protection | $75,288 | $100,000 | $0 | $131,412 |
| Taxable Portion of Initial Payment | $1,077 | $905 | $1,572 | $118 |
| After Tax Return through Life Expectancy | 2.2% | 2.0% | 2.9% | 2.2% |
| After Tax Return through Age 100 | 5.4% | 5.2% | 5.9% | 4.3% |
| Liquidity at Start | $58,135 | $71,384 | $0 | $81,884 |
| Liquidity End Age | 79 | 83 | NA | 89 |
| When Do it Yourself Savings Run Out | 83 | 83 | 82 | 85 |
| 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 | $21,525 | $11,426 | $6,722 |
| Beneficiary Protection | $107,623 | $114,259 | $134,431 |
| Taxable Portion of Initial Payment | $0 | $0 | $1,317 |
| After Tax Return through End of Period | 1.6% | 1.8% | 2.4% |
| Liquidity at Start | $93,191 | $88,228 | $83,766 |
-
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
