Budgeting for the 4 Phases of Retirement
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Table of Contents
Phase 1: Early Retirement (Ages 55-65)
Phase 2: Settling In (Ages 65-75)
Phase 3: The Golden Years (Ages 75-85)
Phase 4: The Later Years (Ages 85+)
Remember, Budgeting is a Flexible Process
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Disclaimer
1 Guaranteed Annuity Plus Plan, Annuitant -Health Male: Age 45 years | Annuity Option: Deferred Life Annuity with Return of Premium | Premium payment term – Limited pay (5 years) | Purchase Price: Rs. 10,00,000/ year for 5 years | Deferment period: 15 years Annuity Pay-out Frequency: Annual | Single life. Get Rs 6,94,936/- (Exclusive of taxes) from the end of 15 years, every year till annuitant is alive.
ABSLI Guaranteed Annuity Plus Plan is a Non-Linked, Non-Participating, General Annuity Plan (UIN: 109N132V09).
³ Provided all due premiums are paid in disclaimer
Tax benefits are subject to changes in tax laws. Kindly consult your financial advisor for more details
ADV/4/24-25/79
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