Retirement articles
How much do you need to retire?
You'll generally need at least 70% of your final working years' income each year to maintain your lifestyle after retiring.
Help build a bigger nest egg with annuities
One reason annuities can be an attractive consideration is that they can help build more value over time.
Retirement savings vehicles
The decisions you make on how you receive your retirement funds will have varied long-term consequences that should be carefully considered.
Both traditional and Roth IRAs feature tax-advantaged growth of earnings.
An IRA can become the cornerstone of your personal retirement savings program, providing the foundation for your financial security.
A Roth IRA allows you to receive tax-free distributions of your retirement funds in return for making nondeductible contributions now.
As you make decisions, think about your overall retirement plan.
Social security
Saving for retirement
New to annuities? Review this list of frequently used terms designed to help you ask the right questions.
See if you qualify for The Saver's Credit, a dollar-for-dollar reduction in income tax.
Aiming for long-term investment returns and steady growth potential.
A defined benefit plan guarantees you a certain benefit when you retire.
You can't just look at the offer itself; you have to consider your total financial picture.
Today's tax-advantaged plans are highly vulnerable to tax losses.
Information provided in these articles has been prepared from sources and data we believe to be accurate, but we make no representation as to its accuracy or completeness.
Equitable Financial Life Insurance Company (NY, NY). Securities are offered through Equitable Advisors, LLC, NY, NY 212-314-4600 (member FINRA / SIPC). Equitable Financial and Equitable Advisors are affiliated companies and do not provide legal or tax advice or services.
GE-5389027.1 (01/2023) (Exp. 01/2025)
