Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
4.6%
Fixed
|
1-Year Bloomberg Dynamic Balance II PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year Nasdaq-100 PTP Cap |
Point to Point
Annual
|
8.5%
Cap
|
1-Year Russell 2000 PTP Cap |
Point to Point
Annual
|
8.5%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.5%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Name | Inbuilt | Fee |
---|---|---|
Retirement Foundation ADV Annuity - Income Benefit Rider Option 1 | Yes | 1.25% annually (1.25% max) |
Retirement Foundation ADV Annuity - Income Benefit Rider Option 2 | Yes | 1.25% annually (1.25% max) |