chart showing flexibility in withdrawals can have a big effect on your success
Source: Edward Jones estimates. Results using a Monte Carlo simulation of a 50% fixed income/50% stocks portfolio, rebalanced annually. The portfolio includes cash (1%), U.S. investment-grade bonds (39%), U.S. high-yield bonds (10%), U.S. large-cap stocks (33%), and international large-cap stocks (17%). Expected returns based on long-term capital market expectations for cash of 2.9%, U.S. bonds of 3.6% to 6.0%, U.S. large-cap stocks of 6.8%, and international large-cap stocks of 7.6%. We also assume an annual fee of 1%. This hypothetical example is for illustrative purposes only and does not reflect the performance of a specific investment. Values rounded to the nearest 5%.

Important information:

*Annuities are long-term investments designed to provide tax-deferred savings for and during 
retirement. Annuity guarantees are subject to the claims paying ability of the issuing life insurance company.

This content is provided as educational only and should not be interpreted as specific investment advice. 
Investors should make investment decisions based on their unique investment objectives and financial 
situation.