Retirement articles and insights

    Dig into our motivating articles and original retirement research—one article or idea could aid your next client conversation or where to take your business next.

    Retirement planning

    February 14, 2025

    Why retirement jobs are more popular than ever

    A growing number of retirees are seeking part-time employment in retirement. Read more to find out why retirement jobs are more popular than ever - and which ones could work for you.

    15 min
    Annuities

    November 8, 2024

    Understanding annuity income

    Learn more about how annuity income may be a powerful addition to your clients' financial plan.

    10 min
    Financial trends

    September 27, 2024

    How to become a financial advisor

    Financial advisors and financial planners play a crucial role in helping people and businesses in making smart decisions about their money. If you're interested in becoming a financial advisor, see our step-by-step checklist to learn more.

    15 min
    Risk management

    August 30, 2024

    How Americans really feel about inflation data

    With many consumers saying one thing about inflation and many economists saying another, what’s really going on in the economic environment – and what can you do about it?

    10 min
    Retirement planning

    March 15, 2024

    Financial planning: building up and around your retirement nest egg

    Help reduce the stress of retirement with a well-rounded financial plan. Here's how to get started.

    15 min
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    Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein. 

    Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts.  Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

    Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities and registered index-linked annuities are distributed by Jackson National Life Distributors LLC, member FINRA. These products have limitations and restrictions. Discuss them with your clients or contact Jackson for more information. 

    Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.