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Retirement insights

Research to help you prepare for retirement

Retirement and planning tools

When it comes to developing an overall retirement strategy, knowledge really is power. The resources below, developed by our parent company Allianz Life Insurance Company of North America (Allianz), can help clarify your own needs and goals.

Turning tax uncertainty into opportunity
Future tax changes may be out of your clients' control – but preparing for them isn't.

Fact check: Americans' understanding of Social Security benefits
How well do Americans understand one of their most important retirement income sources? Our latest research reveals the answers.

How Americans feel about retirement in 2025
Learn where they stand – and where they need more support.

Driving improved financial security for Black Americans
Helping financial professionals promote economic inclusion with risk management solutions built to last.

Driving improved financial security for Asian Americans
Multigenerational support is a common expectation among Asian American clients – and a growing source of financial stress.

Driving improved financial security for Hispanic Americans
Financial strategies are often rooted in family responsibility – across generations.

Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, and Allianz Life Financial Services, LLC do not provide financial planning services.

• 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, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. In New York, products are issued by Allianz Life Insurance Company of New York, 1633 Broadway, 42nd Floor, New York, NY 10019-7585. Registered index-linked annuities are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York. www.allianzlife.com/new-york

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