Tax-efficient investing

Confidence in your financial future

“I’m looking for tax-efficiency in my portfolio.” 

When it comes to planning for retirement, two of the most important considerations are how taxes impact your assets and the ability to easily assess your portfolio and see a complete retirement picture. Annuities can help you grow your retirement assets while managing the impact of taxes. We make it easy to track and manage your retirement assets across your portfolio.

Jackson's Retirement Expense & Income Calculator

This exclusive tool provides a way for you to project expenses in retirement—and to calculate the gap between your income needs in retirement and your guaranteed sources of retirement income. 

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Why Jackson annuities?

Our annuities allow you to focus on one area, or many areas of retirement planning at the same time. Learn about the benefits of annuities and explore our products to find the one that's right for you.
 

What is an Annuity?

An annuity is a long-term, tax-deferred vehicle designed for retirement. Variable annuities involve investment risks and may lose value. 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.

Do these retirement mindsets sound like you?

Is running out of money your #1 concern in retirement?

Having a steady stream of income in retirement is critical to help you live the life you worked hard for. Many types of annuities offer lifetime income—while also protecting what you already have.

Worried about the impact of markets on your retirement nest egg?

It's difficult to balance growth and protection due to market ups and downs. Diversifying your portfolio spreads your wealth around and helps you prepare for risks that are often outside of your control.

Looking for ways to grow your retirement assets?

You've saved and planned for retirement your whole life. Now, how do you make your money work for you? Growing your assets is an important part of enjoying your ideal retirement, and there are many options to help you achieve it.

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.

Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.

Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York and do not apply to the principal amount or investment performance of a variable annuity’s separate account or its underlying investments. They are not backed by the broker/dealer from which this annuity contract is purchased, by the insurance agency from which this annuity contract is purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.

Annuities are issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and 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®, and Jackson National Life Insurance Company of New York®.