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Retirement Income You Can't Outlive
Most retirement plans focus on growing your savings. But how you draw down those savings may matter even more.
The 4% Rule May Not Be Enough
See how an annuity helped Jane generate more income — guaranteed.
Meet Jane
Jane is 60, plans to retire in five years, and needs $50,000 a year from her savings on top of Social Security. Based on the 4% rule, she'd need $1,250,000. She has $1,000,000.
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Her solution: She moves $500,000 into a Fixed Index Annuity with an Income Rider. Five years later when she retires, it pays her exactly $50,000 per year — guaranteed for life, no matter what the market does. Her remaining $500,000 stays invested and keeps growing.
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The result: Essential income covered. Portfolio intact. Peace of mind restored.
Note: This is a hypothetical scenario for illustrative purposes. Actual rates will vary based on individual circumstances.
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