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• Fixed Income Annuity Calculator Disclosures | Charles Schwab

  Based on the assumptions and your input, the highest monthly income payment is displayed. This is only an estimate of the highest payment. Modifying the assumptions may result in a different monthly income amount and insurance carrier.

• Fixed Income Annuity Calculator Assumptions

  In order to simplify the Annuity Estimator, we have made additional assumptions on your behalf that, when combined with the inputs you have given us, result in the numbers presented here.

• Verification at login | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit CardsFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• Bank Client Complaints | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit CardsFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• Schwab Margin Disclosure Statement | Charles Schwab

  This is important information regarding margin borrowing, if you have requested the margin feature on your brokerage account. Please retain this document for your files.