Systematic Annuity Withdrawals Will Not Invade Principal! Earn $5,400 annually per $100,000 at 5.4%!

Systematic withdrawal of interest refers to a strategy for withdrawing funds from an investment account, such as a retirement account or an annuity, that involves taking regular withdrawals of a fixed amount that includes both principal and interest. The interest portion of the withdrawal is the earnings generated by the investment account, while the principal portion is the original investment.Show more

The withdrawals are typically made on a set schedule, such as monthly or quarterly, and are calculated to last for a specific period of time or until the account is depleted. This strategy can be useful for retirees who want to receive a steady stream of income from their investments while also preserving the principal.

The amount of the withdrawal is typically based on a percentage of the account balance, such as 5.40% per year, although the specific amount may vary depending on factors such as the investor's age, risk tolerance, and investment goals. The goal of systematic withdrawal of interest is to provide a predictable stream of income while also balancing the need for income with the desire to preserve the principal over time.

Examples in video:
$100,000 Premium with a 5.40% interest rate for 10 years
| Annual withdrawals = $5,400 annually
| Monthly withdrawals = $5,271 annually
| Monthly breakdown:
31 day month = $447.65
30 day month = $433.21
28 day month = $404.33

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Video by Jeff Affronti