Annuities

Learn how annuities work and their potential costs and benefits. Or explore other retirement topics:

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Annuities

Investing a Lump Sum vs. an Annuity

Should you take a lump-sum pension payout, or a monthly income stream for life? How to decide.

Annuities

4 Questions to Ask Before Buying an Annuity

Annuities can be beneficial for turning some of your savings into guaranteed income. Consider these questions before making a decision.

Retirement Income

Structuring Your Retirement Portfolio

A guide for approaching fund allocation in retirement.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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