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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 in their kitchen taking meds and reviewing Medicare
Retirement Planning

3 myths about Medicare costs in retirement

Medicare can be confusing and complicated for retirees, sometimes resulting in unexpected costs. Learn about common myths to help you prepare for Medicare costs in retirement.

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Retirement Planning

What is an income annuity?

Are you worried about financial security in your retirement? How does a regular monthly income sound? That's where income annuities come in. Here's how to build an income annuity that works for you.

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Senior woman studying her financials at a desk with laptop
Retirement Planning

Qualified vs non-qualified annuities

You've worked hard to save for retirement. But it's not uncommon to want extra income protection to ensure you have the retirement you want.

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Torso of senior man reviewing his grocery receipt
Retirement Planning

Spending in retirement: ant or grasshopper?

Your lifelong spending or saving habits could affect your quality of life in retirement. Find out how a solution like an annuity can help you feel more confident and in control.

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Senior couple looking for a pension alternative
Retirement Planning

Retiring without a pension? 3 reasons to consider annuities

Retirement is a time when people value certainty, and in years past, this certainty came from the guaranteed income of a pension. See how annuities can also help provide confidence and security in retirement.

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Senior couple contemplating Social Security benefits
Retirement Planning

3 factors that impact Social Security benefits

Due to early filing, taxes or Medicare premiums, your actual Social Security benefits may be less than you expect. Learn how you can achieve and maintain the retirement lifestyle you envision with supplemental guaranteed income that bridges the gap.

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Millennial couple sitting on the floor, financial planning
Retirement Planning

Why Gen Z should start saving for retirement now

Though retirement may seem far off for Gen Z, starting to save now can significantly enhance their financial security later. Learn effective strategies to save early and ensure a stable retirement.

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