Progressive savings power of deferred income annuities

Initial
investment

$100,000

Total Additional Investments

$400,000

Guaranteed Lifetime Income Payout Per Month

$3,956
Starting at age 65

About You:

Male
Female
Joint

I'd like to make my first investment at age:

55
60
65

I'll start with an investment of ($K):

50
100
150

I'll plan for additional annual investments of ($k):*

0
10
25
50

After my first investment, I will begin receiving income in this many years:

3
5
7
10
A contract with a cash refund feature refunds your lump-sum investment, minus any payments you have received, to your beneficiaries upon death.

Monthly guaranteed lifetime income

The deferred income annuity is assumed to be either a single-life (if male or female selected) or joint-life (if joint selected) income annuity with a cash refund. Income start date can be no later than age 70, since it is assumed the annuity is purchased with pre-tax money. The best quote available as of 03/27/2024, was used from among the DIAs distributed by Fidelity Insurance Agency, Inc. Rates may change daily. The above hypothetical illustration is not intended to predict or project income payments. Your actual income payments may be higher or lower than those shown here. Payments do not reflect the impact of taxes.

* If annual investments are elected, it is assumed the additional investments stop 2 years priors to the income start date.

DIAs can be purchased at different ages, amounts, and deferral periods than shown above.

Deferred income annuities available at Fidelity are issued by third party insurance companies, which are not affiliated with any Fidelity Investments company. These products are distributed by Fidelity Insurance Agency, Inc.

Deferred income annuity contracts are irrevocable, have no cash surrender value, and do not allow withdrawals.

Fidelity Brokerage Services, LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

908192.5.0