Wherever you are in your journey toward retirement, it helps if you identify your wants and needs before you get there. However you arrive at retirement, you'll need a plan. That's where Jackson comes in. We provide resources to determine your unique financial strengths that inform a practical strategy. Depending on your retirement goals, an annuity may help you ease into a retirement worth heading toward.
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.
Finding purpose in your retirement is knowing where to begin. A practical plan can be the first step toward the retirement you're looking forward to.
A sound financial strategy depends on many factors—some outside of your control. Finding out what a strong plan looks like—one that weighs your financial strengths through your many life stages—may help prepare you.
Your retirement wants and needs are as unique as you are. Explore our retirement scenarios including income, managing market volatility, ways to potentially grow assets, how to reduce the impact of taxes, and more.
When you're on a new path, it may be difficult to know where to begin. We have educational resources from financial professionals addressing the topics related to your individual planning and strategy needs.
Calculate what your retirement expenses will look like to discover what strengths and gaps you may have on your journey to financial freedom.
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, which are contained in the same document, 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 National Life Insurance Company® and Jackson National Life Insurance Company of New York®.