Discover the benefits of including an annuity in your portfolio.

Annuities offer guaranteed lifetime income, can reduce risk within your portfolio, help you save more for retirement, minimize taxes and provide legacy protection.

Talk to a Schwab Annuity Specialist for objective, non-commissioned guidance.

Call 866-663-5241
 

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Designed to ensure we are operating at the highest possible service level, there is currently a $100,000 minimum for all annuity contracts offered through Schwab. 
 

Income Annuity Estimator

Income annuities can provide the confidence that you will have guaranteed retirement income for life or a set period of time*. Many clients purchase income annuities to help cover their essential expenses, as defined by them, in retirement. Use this income annuity calculator to get an annuity income estimate in just a few steps.

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Want to learn more?

Explore what annuities are and how they can help in retirement.

Questions? We're ready to help.