Baum Financial Services Retirement Planning for Income and Safety
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MAP Financial Calculator by Baum Financial Services
A custom designed MAP is a mathematical allocation of multiple fixed annuity products over a specific number of years. The MAP structure is based on the use of fixed annuities, strategically placed in five year sequences to maximize income, provide liquidity, tax deferral, and safety of principal.

Enter the assets you would allocate to MAP, both Qualified Assets and Non Qualified Assets (view definitions below), in the MAP Calculator. Click Calculate to view resulting income.

  TOTAL ASSETS ALLOCATED TO MAP  
Non Qualified Assets: $
Qualified Assets: $
Total MAP Assets: $
      

*The Total Monthly Taxable Income figures are based on current rates for a five year immediately annuity and only calculated for "Non Qualified" money.
*At the end of a five year period the 'Non Qualified" taxable income figure will increase marginally (about 20%) for the next five year period.
*The assumptions in this calculator assumes the greatest amount of income while keeping the principal in tact forever.

Definitions:

Total Non Qualified Assets
All monies used for the MAP that are not part of a formal retirement plan such as an IRA, 401k, 403b, for example.

Total Qualified Assets
All monies used for the MAP that are part of a formal retirement plan such as an IRA, 401K, 403b, for example.

Total MAP Assets
The total amount of assets to be used for the Multiple Annuity Program (MAP).

Baum Financial Serv ices offer Advanced Retirement Planning for lifetime Income and Safety

 
 
     
 

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