Nearing or in retirement
Learn how to retire with confidence
Get key information about topics such as social security retirement benefits, turning your assets into income and why safe investing may not be smart investing. Watch videos, read articles and find the information you need to help you retire with confidence.
Close to retirement
Ready to take the next step?
Interested in becoming an Equitable client?
Enroll in an Equitable Financial 403(b) plan and find your local Equitable Advisors Financial Professional.
Current Equitable client?
Learn how to compare your current savings to the amount you’ll need when you retire, to help ensure a more comfortable future.
7 types of mutual funds you need to understand
To invest wisely, you need to understand what you’re investing in. Learn about seven types of mutual funds you might see in your retirement plan.
6 tips for turning your assets into income
One of the most important decisions you’ll make as you get close to retirement is how to turn your assets into income. Learn what you need to know.
Start creating your investment plan by answering three simple questions
Start creating your investment plan by thinking about how you’ll diversify, how much risk you’ll take and how long you have to invest.
How to leave your retirement money to someone else
When you sign up for a retirement plan, you’re asked to designate a beneficiary. Learn what to consider before making that important decision.
A quick guide to social security benefits
Not all of us will get the same amount from Social Security. Learn your options for starting benefit payments at “full retirement age”, sooner or later.
When do I take a required minimum distribution
After years of contributing to a retirement plan, you’re finally ready to start spending that money. Find out how and when to take distributions.
Important Note: Equitable believes that education is a key step toward addressing your financial goals, and this discussion serves simply as an informational and educational resource. It does not constitute investment advice, nor does it make a direct or indirect recommendation of any particular product or of the appropriateness of any particular investment-related option. Your unique needs, goals and circumstances require the individualized attention of your financial professional. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Equitable believes that education is a key step toward addressing your financial goals, and this discussion serves simply as an informational and educational resource. It does not constitute investment advice, nor does it make a direct or indirect recommendation of any particular product or of the appropriateness of any particular investment-related option. Your unique needs, goals and circumstances require the individualized attention of your financial professional. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ, and Equitable Distributors, LLC. The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities. Equitable Financial, Equitable America, Equitable Distributors and Equitable Advisors are affiliated companies and do not offer tax or legal advice.
