Retirement Strategy Comparison — NxtGen Equity
NxtGen Equity
Life Insurance & Annuities
Retirement Strategy Comparison Tool
Qualified Plan vs. IUL
Side-by-side at retirement — based on current inputs
Income Drawdown Projection
Accounts depleting at the retirement income gap target
Account balance through retirement
Assumes constant withdrawals at the income gap level
Qualified Plan
IUL
Account balance comparison through retirement.
Cumulative taxes paid — qualified plan
Total tax drag on retirement income year by year
Taxes paid
IUL: $0 taxes
Cumulative tax comparison.
Carrier Comparison
Enter numbers from each carrier's policy illustration at retirement age
Carrier
Cash value
Annual income
Death benefit
For illustrative purposes only. Values shown are projections based on hypothetical growth assumptions and are not guaranteed. Insurance products involve fees and charges not reflected here. Past performance is not indicative of future results. CA License #[YOUR LICENSE].