ACME Savings Plan

Lifetime Income Strategy

John Doe

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Your Information

As of January 23, 2013
Secure Income Base$ 22,333
Secure Income Withdrawal Amount$XXX,XXX
Personalized Rate of ReturnXX%
Retirement Age65
Secure Income Level100%

Estimates are provided in today's dollars

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Please Enter the Following as Applicable

Any future annual contribution you to the Lifetime Income Strategy:

Any transfer amount you plan to make to the Lifetime Income Strategy within the current calendar month:

Your spouse's date of birth:



Retirement age:


Expected secure income level:
0%20%40%60%80%100%


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