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  • Advantage Compendium - led by Jack Marrion, provides research and consulting services to financial companies in all aspects of index annuities. They publish the quarterly Advantage Index Product Sales & Market Report, and the Index Compendium monthly newsletter.
  • Money Chimp - Among other reasons, annuitized payouts are important because they're the key to retirement accounts. You start with a lump sum at the start of retirement, and assume it's invested at a set rate of return. Then you start to draw money out annually, for income. The problem is to find how much these annual withdrawals can be without depleting the account too early.

 

These calculators are for instructional purposes only
Please see your investment or tax advisor before making any major
financial decision. The sites hosting these tools are responsible for their accuracy.


 

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