Variable & Fixed Indexed Annuities
Eliminate sequence of returns risk and convert retirement savings into contractually guaranteed lifetime income that you cannot outlive.
Authorized Carrier Network
Nationwide
Nationwide Peak® & High Point® Annuities
Transamerica
Transamerica Secure Income Variable Annuity
Pacific Life
Pacific Index Choice & Income Engine
Corebridge Financial
Power Series Fixed Indexed Annuities
Guaranteed Lifetime Annuity Calculator
See how converting a portion of your 401(k), IRA, or cash into a Fixed Indexed Annuity guarantees a monthly paycheck for life.
Guaranteed Monthly Income
$2,255 / mo
$27,065 / year for life
Plan Inputs
7 years of guaranteed bonus rollup
Cumulative Guaranteed Payout Comparison
Initial asset value vs. Total lifetime payments received
Protected Income Base
$375,908
Guaranteed withdrawal baseline
Annual Guaranteed Income
$27,065
Never decreases, paid for life
Total Paid by Age 95
$811,950
Pure guaranteed longevity benefit
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Key Strategic Benefits
- ✓Contractual Lifetime Income: Receive a monthly paycheck guaranteed for the rest of your life, regardless of how long you live.
- ✓Principal Protection: Fixed Indexed Annuities offer 0% floor protection so your retirement nest egg never loses value in a crash.
- ✓Direct 401(k) / Traditional IRA Rollovers: 100% tax-free transfer without penalties or withholding.
- ✓Inflation & Step-Up Riders: Increase your guaranteed payout when market indices outperform baseline assumptions.
- ✓Joint Lifetime Coverage: Ensure your spouse continues receiving 100% of the guaranteed income stream if you pass first.
Eliminating the 'Sequence of Returns' Risk in Retirement
If the stock market suffers a sharp decline in the first 3-5 years after you retire, withdrawing living expenses from a traditional equity portfolio permanently impairs your account's compounding recovery. Fixed Indexed and Variable Annuities with Guaranteed Lifetime Withdrawal Benefits (GLWB) insulate your monthly cash flow from market volatility.
Frequently Asked Questions
Q: Can I transfer my old 401(k) or IRA into an annuity without paying taxes?
Yes. By executing a direct trustee-to-trustee rollover, your retirement savings move directly into the annuity without any immediate taxes, penalties, or IRS withholding.
Angel Burgos
FL License: #G328926
0215 Life, Health & Annuities
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