||insured annuities - workbook example
Prepared for: Mr. John Smith
Marginal Tax Rate: 39.00%
Initial Deposit Amount: $400,000
Assume Constant Yield of: 4.50%
Assume Constant Yield of: 8.34%
||Annual Income Paid Out
||Taxable portion of Income
||Amount lost to taxes
||Annual Insurance Premuim
||Net Spendable Income
||Increase in Spendable Income
||% Increase in Spendable Income
With the Bank Option, more of your dollars are lost to Taxes!
With the Insured Option, you have more Net Spendable Income!
If you are interested in finding out if insured annuities may be the answer for your retirement, please
contact Peter McNally, Certified Financial Planner at McNally Financial and Insurance Group.