Need More Dependable Spendable Income from Your Retirement Savings Today!

Calculaterollover


It’s a Start

Selecting a Fixed Payout Annuity (FPA) that’s right for you can be a complicated process with dozens of payout options available and hundreds of life insurance companies issuing annuities. We’ve selected what we consider a basic annuity option as a starting point for decision making.

Why an FPA is a Part of Savings2Income (S2I)


We believe that best in class FPAs should be the source for guaranteed income
in a Plan for Retirement Income, whether utilized on a standalone basis, or integrated with other sources of retirement savings.

Typical Sources of Deposits to an FPA


An FPA can be purchased from various retirement savings sources, such as:

  1. 1. Tax free rollover from an IRA, 401(k) or Roth IRA
  2. 2. Tax free exchange from an existing deferred annuity contract
  3. 3. Personal Retirement Savings held outside of a 401(k) plan or IRA
  4. 4. Portion of proceeds from the sale of a business or home