Retirement strategies

What makes a well-rounded strategy?

A well-rounded strategy can go a long way to prepare you for the uncertainty of your future. By understanding the key elements of a sound financial strategy—with the help of a financial professional—you may be able to mold your saving and investing plan into the image of the future you want to see.

Saving, investing and generating income

Once you retire, covering your day-to-day expenses with savings becomes key. A steady income stream, like an annuity, can help bridge the gap between the savings you've accumulated over time and traditional sources of retirement income.

Balancing protection and growth

Depending on your risk tolerance, asset growth is possible with many different types of annuities. Think of protection and growth in the form of a risk spectrum—how much are you willing to expose yourself to potential market loss, and how much do you want to gain?

Planning tax-efficiently

Saving on your tax bill may be important to you—particularly when drawing income and investing. Annuities can help you grow your retirement assets while managing the impact of taxes.


Retirement assessment tools

Cut stress out of retirement

Take inventory with an interactive tool designed to give you insight into the impact that stress can have on your retirement.

Pursue your next passion

Follow an interactive assessment and discover ways to connect your interests and hobbies to new activities in retirement.

Prepare your financial plan

Learn how to avoid potential threats to your financial security and determine if your plan is ready to support the retirement you deserve.

What is an Annuity?

Annuities are long-term, tax-deferred vehicles designed for retirement. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

What do you want out of retirement?

What do you want to do with your time once you retire? Planning for this big life change can be daunting, but having a clear picture of your next steps can help you identify your financial goals once you stop working. A dependable income stream that helps you cover the expenses for both your needs and wishes can help you maintain the financial security you want in retirement.

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Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses provide this and other important information. Please contact your financial professional or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

Annuities are issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) or in New York by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York).