Compare Immediate Fixed Income Annuities
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Questions about an existing annuity?
(Superior) A++
(Superior) A++
(Superior) A++
(Superior) A+
(Superior) AA+
(Very strong) AA+
(Very strong) AA+
(Very strong) AA+
(Very strong) AA-
(Very strong) Purchase guidelines Minimum investment $10,000 $10,000 $10,000 $20,000 $10,000 Maximum issue age4 Age 90 Age 90 Age 89 Age 95 Age 95 Income options—set period of time Period certain (Years) 5 to 30 5 to 30 5 to 30 10 to 30 5 to 30 Income options—lifetime2 Single lifetime Joint lifetime:
100% benefits continuation to joint owner Joint lifetime:
66⅔% benefits continuation to joint owner Joint Lifetime:
50% benefits continuation to joint owner Additional features for lifetime income options Protection for beneficiaries2 Guarantee period (years) 5 to 30 5 to 30 5 to 30 5 to 30 5 to 30 Cash refund Optional features Set annual increase 1% to 5% 1% to 4% 1% to 5% 1% to 3% 1% to 5% Some products and features listed here may not be available in all states and variations may apply. Certain features may not be available in all products or depending on type of funds used to purchase the annuity. h2 Get in touch Contact us to get help and answers. Open an annuity 800-493-3004 Questions about an
existing annuity? 800-634-9361 1. Fixed annuities available at Fidelity are issued by third-party insurance companies, which are not affiliated with any Fidelity Investments company. These products are distributed by Fidelity Insurance Agency, Inc., and, for certain products, Fidelity Brokerage Services, Member NYSE, SIPC. A contract's financial guarantees are solely the responsibility of and are subject to the claims-paying ability of the issuing insurance company 2. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. 3. Ratings current as of July 1, 2022. Financial strength ratings are opinions from independent rating agencies of an insurer's financial strength and ability to pay its insurance policies and contract obligations. They are not recommendations to purchase, hold, or terminate any insurance policy or contract issued by an insurer, nor do they address the suitability of any particular policy or contract for a specific purpose or purchaser. Ratings range from A++ to F for A.M. Best ratings, and AAA to CC for Standard & Poors ratings, and are subject to change. For the latest ratings and definition of ratings, access and . 4. Maximum and minimum issue age may vary by product and feature. The Guardian Guaranteed Income Annuity IIISM is issued by The Guardian Insurance & Annuity Company, Inc.; MassMutual RetireEaseSM is issued by Massachusetts Mutual Life Insurance Company; New York Life Guaranteed Lifetime Income Annuity II/New York Life Guaranteed Period Income Annuity II are issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation), a wholly owned subsidiary of New York Life Insurance Company. USAA Protected Retirement Income Annuity is issued by USAA Life Insurance Company, San Antonio, TX, and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. Western & Southern IncomeSource Annuity is issued by Western-Southern Life Assurance Company or National Integrity Life Insurance Company. Western-Southern Life Assurance Company, Cincinnati, Ohio, operates in DC and all states except NY. National Integrity Life Insurance Company, Greenwich, New York, operates in NY. Both are member companies of the Western & Southern Financial Group. 449046.46.0
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Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.h1 Immediate fixed income annuities
Available through The Fidelity Insurance Network, immediate fixed income annuities provide1 a guaranteed stream of income for the rest of your life or a set period of time.h2 Get in touch
Open an annuity800-493-3004
Questions about an existing annuity?
800-634-9361
Go Annuity name The Guardian Guaranteed Income Annuity IIISM MassMutual RetireEaseSM New York Life Guaranteed Lifetime Income Annuity II/Guaranteed Period Income Annuity II USAA Protected Retirement Income Annuity Western & Southern IncomeSource Annuity Financial strength rating of issuing company3 A++(Superior) A++
(Superior) A++
(Superior) A++
(Superior) A+
(Superior) AA+
(Very strong) AA+
(Very strong) AA+
(Very strong) AA+
(Very strong) AA-
(Very strong) Purchase guidelines Minimum investment $10,000 $10,000 $10,000 $20,000 $10,000 Maximum issue age4 Age 90 Age 90 Age 89 Age 95 Age 95 Income options—set period of time Period certain (Years) 5 to 30 5 to 30 5 to 30 10 to 30 5 to 30 Income options—lifetime2 Single lifetime Joint lifetime:
100% benefits continuation to joint owner Joint lifetime:
66⅔% benefits continuation to joint owner Joint Lifetime:
50% benefits continuation to joint owner Additional features for lifetime income options Protection for beneficiaries2 Guarantee period (years) 5 to 30 5 to 30 5 to 30 5 to 30 5 to 30 Cash refund Optional features Set annual increase 1% to 5% 1% to 4% 1% to 5% 1% to 3% 1% to 5% Some products and features listed here may not be available in all states and variations may apply. Certain features may not be available in all products or depending on type of funds used to purchase the annuity. h2 Get in touch Contact us to get help and answers. Open an annuity 800-493-3004 Questions about an
existing annuity? 800-634-9361 1. Fixed annuities available at Fidelity are issued by third-party insurance companies, which are not affiliated with any Fidelity Investments company. These products are distributed by Fidelity Insurance Agency, Inc., and, for certain products, Fidelity Brokerage Services, Member NYSE, SIPC. A contract's financial guarantees are solely the responsibility of and are subject to the claims-paying ability of the issuing insurance company 2. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. 3. Ratings current as of July 1, 2022. Financial strength ratings are opinions from independent rating agencies of an insurer's financial strength and ability to pay its insurance policies and contract obligations. They are not recommendations to purchase, hold, or terminate any insurance policy or contract issued by an insurer, nor do they address the suitability of any particular policy or contract for a specific purpose or purchaser. Ratings range from A++ to F for A.M. Best ratings, and AAA to CC for Standard & Poors ratings, and are subject to change. For the latest ratings and definition of ratings, access and . 4. Maximum and minimum issue age may vary by product and feature. The Guardian Guaranteed Income Annuity IIISM is issued by The Guardian Insurance & Annuity Company, Inc.; MassMutual RetireEaseSM is issued by Massachusetts Mutual Life Insurance Company; New York Life Guaranteed Lifetime Income Annuity II/New York Life Guaranteed Period Income Annuity II are issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation), a wholly owned subsidiary of New York Life Insurance Company. USAA Protected Retirement Income Annuity is issued by USAA Life Insurance Company, San Antonio, TX, and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. Western & Southern IncomeSource Annuity is issued by Western-Southern Life Assurance Company or National Integrity Life Insurance Company. Western-Southern Life Assurance Company, Cincinnati, Ohio, operates in DC and all states except NY. National Integrity Life Insurance Company, Greenwich, New York, operates in NY. Both are member companies of the Western & Southern Financial Group. 449046.46.0
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Already have a dedicated Fidelity advisor?
Call 800-345-1388
Have us contact you Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0