Annuities

Learn how annuities work and their potential costs and benefits.

What Should You Know About Annuities?

A basic overview of annuities and how they can fit into an investor's retirement plan—with Rob Williams, a managing director and Retirement Income Certified Professional at Schwab.

Investment Ideas for the Peak Rates Era

With the Fed projecting rate cuts later this year, you may be wondering what moves to consider today.

How Charitable Gift Annuities Work

Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.

The Case for Income Annuities When Rates Are Up

Payments from income annuities are at their highest levels in a decade. Here's what that means.

5 Ways to Use Annuities in Your Estate Plan

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

How to Structure Your Retirement Portfolio

A guide for picking the right mix of investments to help you reach your goals.

Fixed Indexed Annuities in Your Retirement Portfolio

Fixed indexed annuities can offer those in or near retirement a balance of security and potential growth. Let's explore what they are and how they work.

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.