The timeframe you entered is not available - we have suggested the Fund that is the closest match.
Based on the minimum required investment($25,000) and your chosen timeframe, the monthly payment is projected to be higher than the desired payment you entered.
Step 1
Your initial investment
$
$25,000 minimum required
Investment amount must be at least $25,000
OR
Your desired current year monthly payment
$
Step 2
Your timeframe in years
Current Year Monthly Payment:$
Initial Investment: $
Initial Investment:$
Current Year Monthly Payment: $
Your investment in SM will seek to provide regular monthly payments that:
Begin at $ in the current year
Are designed to keep pace with inflation
Are intended to last for years, ending with a $0 balance