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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 AXA, 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.

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 financial professional 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Earnings not taxed until withdrawn (tax-deferred)

Earnings not taxed when withdrawn (tax-exempt)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

 

Related resources

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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 and 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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