The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
© 2013 Charles Schwab & Co., Inc. All rights reserved.
1 Source: 1.34% industry average base annuity fee according to a December 31, 2012 Morningstar survey of 1,925 variable annuities. This does not include fees associated with the optional guaranteed lifetime withdrawal benefit or underlying investment options.
2 Tax penalties may apply prior to age 59 1/2 and withdrawals in excess of the protected payment amount may significantly and permanently reduce your future income
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