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Annuity Income Analyzer
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Aliyah Washington · Annuity demo
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§01
Client
Complete
Filing status and Social Security drive the after-tax view; horizon defines the comparison window.
Analysis title
Filing status
Single
Married filing jointly
Client age
Horizon (years)
How long the income must last.
Social Security income
Other ordinary income
Pension, part-time work, etc.
Continue
→
§02
Annuity
Complete
$400K @ 6.00% → $24,000/yr
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§03
Brokerage comparison
Complete
6.00% net · 25y horizon
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§04
Review & generate
Complete
Ready
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