Federal Roth IRA
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Hypothetical Case Studies-Assumes Roth IRA Interest Rate Of 4.12%
A $1500 Per Month Disability Insurance Rider Can Be Added At A Nominal Cost
Federal Employee Age 35 • Contributing $200.00 Per Month
| Year | Roth Annuity Value | Insurance Cash Value | Accumulation Value | Death Benefit |
|---|---|---|---|---|
| 5 | $9,582 | $360 | $9,942 | $46,996 |
| 10 | $21,240 | $1,214 | $22,454 | $58,654 |
| 15 | $35,423 | $2,213 | $37,636 | $72,837 |
| 20 | $52,679 | $3,330 | $56,009 | $90,093 |
| 25 | $73,674 | $4,514 | $78,188 | $111,088 |
| 30 | $99,217 | $5,637 | $104,854 | $136,631 |
| 35 | $130,295 | $7,448 | $137,743 | $149,001 |
| 40 | $168,105 | $9,392 | $177,497 | $186,811 |
| 45 | $214,106 | $11,352 | $225,458 | $232,812 |
Federal Employee Age 45 • Contributing $200.00 Per Month
| Year | Roth Annuity Value | Insurance Cash Value | Accumulation Value | Death Benefit |
|---|---|---|---|---|
| 5 | $9,582 | $470 | $10,052 | $35,747 |
| 10 | $21,240 | $1,326 | $22,566 | $47,405 |
| 15 | $35,423 | $2,241 | $37,664 | $61,588 |
| 20 | $52,679 | $3,128 | $55,807 | $78,844 |
| 25 | $73,674 | $4,507 | $78,181 | $86,756 |
| 30 | $99,217 | $5,987 | $105,204 | $112,299 |
| 35 | $130,295 | $7,480 | $137,775 | $143,377 |
Federal Employee Age 55 • Contributing $400.00 Per Month
| Year | Roth Annuity Value | Insurance Cash Value | Accumulation Value | Death Benefit |
|---|---|---|---|---|
| 5 | 19337 | $1,001 | $20,338 | $54,388 |
| 10 | 42863 | $2,409 | $45,272 | $77,914 |
| 15 | 71486 | $4,503 | $75,989 | $89,011 |
| 20 | 106310 | $6,751 | $113,061 | $123,835 |
| 25 | $148,678 | $9,018 | $157,696 | $166,203 |
The “Case Studies” shown here are based on a composite of various financial services companies who offer Roth IRAs , and not from any particular financial services company.
Federal Benefit Exchange has a network of 440 Advisors who are experts on how to help you implement your own proprietary Roth IRA. By agreement, these advisors do not charge federal employees for any of their consultative services.
We can think of no better way to supplement your federal retirement income, than utilizing a proprietary, tax-qualified Roth IRA, that not only accumulates significant amounts of money on a tax free basis but also has the added feature of a life insurance death benefit!