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10 most recent years of historical index performance
This chart illustrates values on the 10 most recent years of historical index performance, selected withdrawals, the initial allocation and current rates.
Example: clients earns 50K to assist in paying taxes, also structured withdrawal to minimize their personal taxes.
As we are not giving tax advice, we recommend that each case discusses their specific requirements with their personal tax professional.
For producer use only. Any examples of future values used in a sales presentation are provided only for demonstrative purposes. This product does not directly participate in any stock or equity investments. Refer to your Benefits Summary & Disclosure Statement, as well as your contract, for the governing contractual provisions.
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