Split Annuities

Starting with an investment of $100,000, a “split”annuity can be created that will:

  • Provide an annual, fixed income for a specified period of time.
  • Renew itself within the same specified period of time.

Example Of A Split Annuity

Immediate Annuity of $50,000 (will provide an annual income of $6,584)
and
Deferred Annuity of $50,000 at 7% (will grow back to $100,000)


 Income From Growth Of Year Immediate Annuity Deferred Annuity

              1            $6,584              $54,393

              2            $6,584              $58,201

              3            $6,584              $62,275

              4            $6,584              $66,634

              5            $6,584              $71,299

              6            $6,584              $76,290

              7            $6,584              $81,630

              8            $6,584              $87,344

              9            $6,584              $93,458

 10 $6,584 $100,000