Trailhead FIA Income
Explore Your Guaranteed Income Options
Download the Trailhead FIA Income Lifetime Withdrawal Percentages guide to explore single and joint life payout options.
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Use the Trailhead FIA Income Calculator to explore how your contribution, age, withdrawal timing, and payout choice may shape your lifetime income in retirement.
Further Exploration | Index Options
By choosing to allocate into one of the Trailhead FIA Income’s index options, your money is exposed to the potential gains linked to leading indices. Learn more about availble index options below.
DB Foresight X-Asset 10
DB Foresight X-Asset 10 Index is a Deutsche Bank proprietary index, which dynamically allocates long or short positions across assets within a global diversified portfolio. The allocations for the Index are provided by QuantumStreet AI using IBM Watson®’s Artificial Intelligence (AI) technology. The index allocations are based on AI forecasted return and AI optimized weight signals combined with AI market risk signals.
S&P 500 Dynamic Intraday TCA
More than 10 years of advancements in risk control index technology and the growth of volume in the S&P 500® ecosystem helped shape the next generation of risk control. The Index employs 13 observation windows throughout the trading day to adapt to changing market conditions as it seeks a more stable volatility experience compared to traditional risk control indices.
Nasdaq-100 Volatility Control 7% Index
The Nasdaq-100 Volatility Control 7% Index is designed to deliver exposure to the Nasdaq-100 Total Return Index (ticker: XNDX) while targeting a volatility of 7%. The index use the truVol® Risk Control Engine to dynamically adjust exposure on a daily basis to the underlying index with the aim of achieving the volatility target. The index is rebalanced daily and calculated in excess of a daily accrual of a reference financing rate.
Nasdaq-100 Bitcoin Trends 15%™ Index
The Nasdaq-100 Bitcoin Trends 15%™ Index (XNDXBT15™) employs a multi-asset allocation strategy ideal for investors seeking diversification and cryptocurrency exposure. The Index offers investors access to the innovative companies in the Nasdaq-100® with exposure to Bitcoin via IBIT, the largest and most liquid Bitcoin ETF on the market. The index targets a 15% annualized volatility level.
S&P 500
The S&P 500 is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization.
Societe Generale (SG) US Equity Peak Index
The SG US Equity Peak Index is designed to provide continuous exposure to U.S. Large Caps while enhancing participation in market upside. It maintains at least 100% allocation to U.S. Large Caps and can increase exposure in calmer markets to capture stronger upward momentum and supporting potential higher derivative caps. Unlike volatility-controlled strategies, it avoids volatility targeting and deleveraging, allowing for improved participation during market recoveries.
