Lifetime Income Estimator | Safe Harbor Retirement

Lifetime Income Estimator

Adjust the sliders to see what a guaranteed monthly retirement paycheck could look like from your savings. No personal information required.

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Retirement Savings $400,000
$50,000 $1,000,000
Current Age 62
55 76
Years Before Income Starts 4 yrs
0 (immediate) 15 years

Premium Bonus 10%
5% 40%
Annual Deferral Growth (Rollup) 8%
3% 12%
Income Payout Rate 6.5%
3% 9%

Estimates are for illustration purposes only.
Actual values depend on the specific annuity contract and insurance carrier.

Monthly Income
$3,242
Guaranteed for life
Annual Income
$38,909
Your retirement paycheck
How We Get There
Starting Savings $400,000
After Bonus Applied $440,000
Deferral Period 4 years @ 8%
Income Base $598,615
× Payout Rate 6.5%
Income Base
$598,615
Benefit base after bonus + rollup
Income Starts at Age
66
4 years from now

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