Fixed Income Streams

Use these resources to help you better enter and work with annuities and guaranteed withdrawal benefit plans. This includes data entry for existing annuities and future annuity purchases, as well as annuitize-to-need scenarios.

Videos 1

Video
Entering Annuities

Topics Covered:

  • Entering guaranteed withdrawal benefit plans.
  • Establishing payout options and reset features.
  • Modelling existing annuity payouts or future annuity purchases.

Quick Reference Guides 1

QRG
Entering Fixed Income Streams

Topics Covered:

  • Entering guaranteed withdrawal benefit plans.
  • Entering payouts from existing annuities.
  • Entering and funding future annuity purchases.

Functional Documents 2

Functional Document
Using Fixed Income Streams in Retirement

Topics Covered:

  • Setting payout options for guaranteed withdrawal benefits.
  • Differences between Term Certain and Life Income annuities in NaviPlan.
  • Funding future annuity purchases using existing assets.
Functional Document
Annuitize-to-Need Strategies in Retirement Scenarios

Topics Covered:

  • Definition of the annuitize-to-need strategy.
  • Clients who should consider an annuitize-to-need strategy.
  • Retirement income gap calculations.
  • NaviPlan's method of indicating an income gap has been narrowed or eliminated.
  • How an annuitize-to-need strategy represents the trade-off between risk and return.