Best Annuities: Tax-Deferred Savings

These annuities are used for accumulating assets on a tax-deferred basis. Like in a 401(k), there is a 10% penalty for withdrawing assets prior to age 59 1/2. These fees and rates assume a $200,000 investment.

Traditional Variable Annuities Assets are invested in underlying mutual fund-like subaccounts. There are no downside protections; returns are based on the performance of the subaccounts you invest in.

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Note: *Fee includes administrative and mortality and expense charges. There is no added fee on these contracts for return of contract value at death. **Asset-weighted average expense ratios on underlying mutual fund-like investments; ***Through June 30, 2025; (1) Flat annual fee; equivalent to 0.12% on a $200,000 investment

Source: Company reports