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.

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

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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.

Types of investments	529 plans	Annuities	Mutual funds	Traditional IRA	Roth IRA
Save for college Can be used to pay for your kid's schooling	✓		✓
Save for retirement Can be used to pay for retirement		✓	✓	✓	✓
Professionally managed Investment run by a professional portfolio manager	✓	✓	✓	✓	✓
Contributions not taxed when deposited (tax-deductible) Deposit money before taxes so your investment is not taxed until you take it out				✓
Earnings not taxed until withdrawn (tax-deferred) Grow investment tax-free until withdrawn	✓	✓		✓	✓
Earnings not taxed when withdrawn (tax-exempt) Investment isn't taxed when withdraw	✓				✓
No contribution limit Can put any amount into the account		✓	✓