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When it comes to developing an overall retirement strategy, knowledge really is power. The resources below from Allianz Life Insurance Company of North America (Allianz Life) can help clarify your own needs and goals – and give you insight into the latest research.

Tools and calculators

Get insights into a variety of common financial topics and estimate your future financial needs.

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Life Needs Analysis Calculator

Quickly estimate how much life insurance you need – and get immediate, personalized results.

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Retirement Income Calculator

How much money will you need to save over time to generate your desired income in retirement?

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Benefit of Tax Deferral Calculator

Why consider a tax-deferred investment?

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Calculate your RMD

Estimate the amount of your required minimum distribution using our calculator.

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Planning tools

Learn about some important considerations to keep in mind as you develop a retirement strategy.

How to address the financial risks of an early or unexpected retirement

Here are 3 steps to consider if you’re facing a retirement that is starting sooner than expected.

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Three tips to help diverse Americans find their first financial professional

Many Black and Hispanic Americans are engaging with a financial professional again, according to the 2023 Annual Retirement Study from Allianz Life.

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How to start preparing for retirement beyond a 401(k)

A strong strategy for retirement takes a multi-faceted approach. In order to move beyond saving money in a retirement account, people need to understand their finances, assess their retirement needs, and start to make a plan.

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Examining Social Security misconceptions

People who have yet to retire think Social Security benefits will provide a much larger percentage of their retirement income than retirees say it actually does.

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Feeling pessimistic about the economy? It’s not just you.

A financial professional could help you identify some strategies that could help protect retirement savings from market loss during recent market highs.

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The value of income planning

Consider our step-by-step approach to help you identify any potential income gaps and develop solutions to help attain lifestyle goals in retirement.

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Required minimum distributions – what you should know

It’s important to understand, prepare for, and comply with RMD requirements, especially from a tax and financial perspective.

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Worried about risks to your retirement?

We offer a suite of retirement risk management products that can help you achieve your goals as part of a holistic financial plan.

This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.

Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF

Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com

This content does not apply in the state of New York.

Product and feature availability may vary by state and broker/dealer.