Retirement MRI | Maximizing Retirement Income

Will Your IRA Keep Up With
Guaranteed Lifetime Income?

See exactly how your IRA compares to guaranteed lifetime income in 30 seconds. No obligation.

5%Conservative
7%Moderate
9%Aggressive

Your Income Comparison

4% Traditional IRA
Market Withdrawal
—
per year
Market dependent
Guaranteed
Lifetime Income
Guaranteed Income
—
Guaranteed For Life
Your Income Advantage
—
More income per year — for life
regardless of market conditions

* Both columns show the same annual payment. The Annuity column pays that income guaranteed for life. The Traditional column shows the balance needed today — using the standard 4% withdrawal rule — to generate the exact same payments. The traditional account depletes to $0 at age 95 while the annuity continues for life.

Age Annual
Payment		 Annuity
Value		 Traditional
Balance
Traditional Balance Required
(4% Withdrawal Rule)
—
to match annuity income to age 95
Required Annual Return
on Your Actual Balance
—
consistent return needed to match annuity income through age 95
Cumulative Guaranteed Advantage
Over Traditional IRA Withdrawals
to Age 95
—
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* Estimates only. Guaranteed income figures are based on current product rates and are not a guarantee of specific rates. Market returns are hypothetical averages and do not guarantee future performance. Services available in select licensed states only.