The Annuity Institute
You're booked · Tax

You're all set, James.

Age 60–64 · estimated $750k in portfolio assets (from your survey answers)

You're booked

You're set with Rich on Friday, June 19 at 11:00 AM ET. Nothing to do now but watch the short clips below before your call.

1 Start here · 0:21

The slice you owe — and why it grows.

0:21
The slice you owe — and why it grows.
What you keep
$X,XXX+ / yr
Your real number depends entirely on your situation — that's what Rich walks through on the call.

2 One more · 0:21

The hidden Social Security rule.

0:21
The hidden Social Security rule.

3 Two more ideas

Swipe through these two.

4 How it all fits · 0:22

Put together, you keep more green.

0:22
How it all fits — and what the call does.

5 What your 30 minutes covers

📅 Friday, June 19 at 11:00 AM ET 📞 Rich calls you
⏱ 30 minutes 🛒 Nothing to buy

In Friday's call, Rich runs your real numbers — how much of the red slice you could keep green — and tells you straight whether it even fits.

What to have handy
  • Rough account balances — ballpark is fine
  • Which accounts are pre-tax vs. already-taxed, if you know
That's it. Rich brings everything else.

6 Questions worth asking

Bring this

Questions to Ask About Lifetime Income

No homework here. Just print this or pull it up on your phone, and Rich will walk through each one with you on the call.

  1. How does a lifetime income rider work, and what's the guaranteed payout structure on the product you'd recommend?
  2. What carriers do you recommend for someone my age, and why those specifically?
  3. What are the surrender charges and how long do they last?
  4. What happens to the contract if I pass away early? Does anything go to my beneficiary?
  5. Can you walk me through a sample illustration for the dollar amount I'm considering moving?
  6. Given my mix of qualified vs. non-qualified money, which funding source should we use for the annuity?
  7. How does the exclusion ratio work on the non-qualified portion, and how is each monthly payment taxed?
Rich is reviewing your answers before the call.
So you won't waste a minute on basics. Just be somewhere quiet, with a few minutes to talk — Rich takes it from there.
📅 Friday, June 19 at 11:00 AM ET
Add this to my calendar

Prepared by The Annuity Institute

Hypothetical, for illustration only. Tax figures use an assumed blended rate for illustration; your situation differs. RMD animation assumes an illustrative 28% blended rate, ~6% annual growth, and the current IRS Uniform Lifetime Table. The filing-status illustration compares today’s joint vs. single brackets on the same illustrative income. RMD ages and tax rates are set by law and can change; Social Security taxation thresholds and filing-status brackets are also set by law and can change; nothing here predicts future rates. Any guarantee is subject to the claims-paying ability of the issuing company. Not tax or investment advice — consult a qualified tax professional.