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Retirement

Tools and information to support your personal retirement strategy.

We invite you to visit the collection of articles, calculators and other resources we think you'll find useful in helping plan for your retirement goals.

At Equitable Advisors, we take your privacy seriously. Equitable Advisors is committed to keeping all information we have about you confidential and secure.

Calculators

Flipbooks

Research Articles

  • Controlling the Distribution

    If you haven’t taken steps already, consider planning now for the distribution of your estate’s assets.

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • Managing Retirement Plans

    Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

  • Save Now or Save Later

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

  • Social Security Income

    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

Videos

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

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