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Retirement planning

Social Security. Tax deferred benefits. IRAs. Get the facts you need to understand your retirement options with the articles and videos in this section.
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Senior couple sits with their financial professional discussing annuities
Retirement Planning

Do annuities have beneficiaries

Learn why annuities need beneficiaries and how inherited annuities are passed on to beneficiaries in this article from Protective.

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Retirement Planning

How long will my retirement savings last?

Maximize your retirement savings by understanding factors that impact their longevity, like living expenses, withdrawal rate and healthcare costs.

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Senior woman smiling while evaluating her budget on a computer
Retirement Planning

Budgeting in retirement

Most people want to make sure that they can live comfortably during retirement. That’s why it’s important to have a budget and the tools to build one.

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Senior couple, dressed in bright green, taking their dog for a walk
Retirement Planning

Finding fulfillment in retirement

Filling your retirement with activities that give you purpose can make your golden years more memorable. We’ve got some ideas to get you started.

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Senior couple looking at laptop and paperwork
Retirement Planning

Retirement income: Is it taxable?

Retirement income tax can be complex, but understanding the rules is crucial for financial planning. Here's what you should know to avoid surprises.

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Older gentleman sitting on his couch, contemplating his next move in chess
Retirement Planning

Thinking about retiring during a recession

Retiring during a recession can bring unique challenges, but careful planning can help make it possible. Here's what you need to know.

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Middle-aged Black woman sitting in front of laptop and looking out window
Retirement Planning

Retirement planning for women

Planning for retirement is a little different for men and women. These insights from Protective shed some light on the subject and can help women better prepare for retirement.

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