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Retirement & Investments Products and Services

Get started on your financial dreams.

There's a lot to consider when looking at financial plans and investments. Here are some options to think about:

  • 529 College Savings Plan
    Explore state-sponsored and private plans to help find the right approach for you.

  • Annuities
    Use this long-term investment as a part of your retirement strategy. Annuities can provide benefits such as tax deferral, an income stream, or a death benefit. We work with Equitable, Protective and Prudential to find the right annuity for you.1

  • Mutual Funds
    Plan for your financial goals big and small with mutual fund options from the more than 20 fund families we work with — including options from American Funds, Fidelity Investments and Franklin Templeton Investments.

  • Individual Retirement Accounts (IRAs)
    Grow your retirement savings with tax-advantaged IRAs, including Traditional, Roth and Rollover options that can be customized to meet your goals.

FIND A PERSONAL FINANCIAL REPRESENTATIVE NEAR YOU.

At Allstate, you'll receive personalized service to help you meet your financial goals.

Find a Personal Financial Representative Find a Personal
Financial Representative

Which type of investment is for you?

Your future is full of options. Learn about the benefits of each type of investment opportunity available — and contact a Personal Financial Representative for help.

Save for college

Save for retirement

Professionally managed

Contributions not taxed when deposited (tax-deductible)

Earnings not taxed until withdrawn (tax-deferred)

Earnings not taxed when withdrawn (tax-exempt)

No contribution limit

529 Plan

529 college savings plans can help you save for college.
529 college savings plans can’t help you save for retirement.
529 college savings plans are professionally managed.
529 college savings plans are not tax-deductible.
529 college savings plans are tax-deferred.
Distributions from 529 college savings plans are tax-exempt if requirements are met.
529 college savings plans have a contribution limit.

Annuities

Annuities can't help you save for college.
Annuities can help you save for retirement.
Annuities are professionally managed.
Annuities are not tax-deductible.
Annuities are tax-deferred.
Annuities are not tax-exempt. Earnings are taxed as ordinary income and if taken prior to age 59½, are subject to a 10% federal tax penalty.
Annuities don't have a contribution limit.

Mutual Funds

Mutual funds can help you save for college.
Mutual funds can help you save for retirement.
Mutual funds are professionally managed.
Mutual funds are not tax-deductible.
Mutual funds are not tax-deferred.
Mutual funds are not tax-exempt. Earnings are generally taxed as capital gains.
Mutual funds don't have a contribution limit.

Traditional IRA
Traditional IRAS can't help you save for college.
Traditional IRAS can help you save for retirement.
Traditional IRAs are professionally managed.
Traditional IRAs are generally tax- deductible if income limits are met.
Traditional IRAs are tax-deferred.
Traditional IRAs are not tax-exempt.
Traditional IRAs have a contribution limit.

Roth IRA

Roth IRAS can't help you save for college.
Roth IRAS can help you save for retirement.
Roth IRAs are professionally managed.
Roth IRAs are not tax-deductible.
Roth IRAs are tax-deferred.
Roth IRAs are tax-exempt if requirements are met.
Roth IRAs have a contribution limit.

 

Related resources

1Annuities are long-term investments that could potentially provide a guaranteed income stream.

Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered BrokerDealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. 877-525-5727. Check the background of this firm on FINRA's BrokerCheck website..

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