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When it comes to developing an overall retirement strategy, knowledge really is power. The resources below can help clarify your own needs and goals – and give you insight into the latest research.

Planning tools

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


Understanding sustainable investing

Things to consider if you’re among the majority of Americans interested in this type of investing.


Pandemic Aftershocks: Mitigating risk to retirement savings and income

Americans fear the economic impact will be greater than the Great Recession, but … there is hope.
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Your year-end tax preparation checklist

Consider this preliminary guide as you get ready to file your 2020 taxes.
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How the rising cost of living and cognitive decline can pose a risk to retirement security

Managing inflation over a long retirement can be a challenge, especially when you factor in aging risks.
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Smart steps to address retirement risks for people of color

Could a potential misinterpretation of their financial situation put POC’s retirement readiness at risk?

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Addressing risk: early or unexpected retirement

How can you help prepare for a retirement that starts sooner – or lasts longer – than you expect?

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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.


Watch our educational videos for an introduction to annuities, Social Security, and more.
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What steps can I take today to seek advantages in future tax environments?

No one can predict how tax policies will change in the years ahead. In this video, Allianz explains how diversifying your portfolio with fixed index universal life insurance could benefit your retirement savings.

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What are my options for growing my retirement assets?

Concerned about too much risk and too little return? An index variable annuity can potentially reduce the effects of market volatility.

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How can I protect the money I’m counting on for my retirement?

Similar to how you insure your car or home, a fixed index annuity can help protect a portion of your retirement assets.

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Could your retirement income be hurt by persistent low interest rates?

In a low-interest-rate environment, your assets may not provide the lasting income you'll need to retire comfortably. An annuity can help.

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How well can I live on a fixed income during retirement?

A long retirement is great – unless inflation erodes your purchasing power. See how annuities can help address cost-of-living increases.

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What’s a smart strategy to grow my retirement savings?

See how an annuity can help diversify your retirement strategy by adding protection and stability, plus guaranteed retirement income.

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Will your retirement income take a “HIT”?

Health care, inflation, and taxes can be unpredictable expenses in retirement. See how some annuities can help protect your purchasing power.

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How long will your retirement money last?

See how the sequence of returns can affect your retirement portfolio’s value – and how an annuity can help make sure your money lasts.

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How can I take some pressure off my retirement portfolio?

See a side-by-side comparison of how a fixed index annuity combined with a retirement account can make it easier to generate income and reduce pressure as compared to a retirement account only.

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The power of partnership

See how establishing a relationship with a financial professional can help make retirement a journey you don’t have to prepare for alone. 

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 fiduciary, tax, or legal advice or advice related to Social Security. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations.

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, 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. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297.

In the state of New York, only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance. www.allianzlife.com/new-york

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