| Preparing for Retirement |
What's Your Number?  |
Breaking down the process for building sustainable retirement income may be the most important step to understanding it. Need help defining your “number”? Want to close the gap between the income you have and the income you need? This comprehensive online calculator illustrates step-by-step how a variable annuity with an optional guaranteed minimum withdrawal benefit can help turn your retirement savings into a guaranteed retirement income stream. |
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| Retirement Planning Poll |
Do you wonder if you're doing enough to save for retirement? Take this brief quiz to find out. |
| Roth IRA Conversion Tools |
| Roth IRA Comparison |
Estimate and compare how much retirement income each type of IRA will generate. |
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| Roth IRA Conversion |
As the IRA holder, answer the questions below to determine whether a conversion is the appropriate strategy. This calculator estimates and compares how much retirement income will be generated by an existing IRA if converted to a Roth IRA. |
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| Roth Legacy Planning |
If you do not need to draw on your IRA assets for retirement income, the Roth IRA can be used as an effective wealth accumulation tool. Projections are provided for both first and second generation heirs. |
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| Roth IRA Breakeven Point |
Find the specific "breakeven" point at which one type of IRA becomes more beneficial than the other based on either rate of return, retirement tax rate, or retirement age. |
| Investments |
| Investor Profile Questionnaire |
Use this interactive tool to help select a portfolio style that fits your individual needs. |
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| Lifestyle Portfolios Tour |
Perhaps the most common mistake investors make is to let emotions drive their investment decisions. It's easy to get caught up in the euphoria when everything is going up, but buying at the top of the market when stocks are at their most expensive or selling after prices have already fallen creates a frustrating investment experience. |
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