Retirement savings & income
Social Security uncertainty creates a timely opening to educate clients on claiming age, retirement income planning, and broader financial needs. View insights from our survey.
Americans remain resilient, but 2026 challenges are reshaping financial success, with consumers leaning slightly more toward protection than growth. Learn more in our latest Index.
Investors are ready to act. Help clients turn today’s concerns about markets, taxes, healthcare and income into a coordinated retirement strategy.
Learn how pets shape retirement happiness and health, and why financial professionals should understand clients’ pet priorities.
Women investors generally feel respected, but planning gaps remain. See how financial professionals can better support and empower women clients.
Annuity interest is rising as clients seek guaranteed lifetime income, giving financial professionals a reason to revisit retirement planning conversations. Learn more here.
With confidence in Social Security declining, financial professionals can help clients diversify retirement income with guaranteed solutions like annuities to enhance future security.
Many investors wait until tax season, risking long-term security. Learn how proactive, year-round tax planning may help improve tax efficiency and potentially support income planning.
Early tax discussions help clients use new strategies. Explore deductions like SALT and Temporary Senior to support your clients' goals this year.
Explore changes to federal income taxes in 2025. Learn how to answer client questions on deducting qualified tips and overtime pay this tax season.
Our survey results highlight opportunities for financial professionals to help both recently retired clients and younger savers plan for a smooth transition into retirement.
Insights from our survey of workplace retirement plan participants found younger savers are starting earlier while older savers wish they did. View insights from our survey here.
Learn how Generation X’s unique retirement needs can help grow your annuity business.
Many in Generation X have put off retirement planning but are making it more of a priority now that retirement is just around the corner.
Explore how rising longevity impacts retirement planning and savings strategies in this insightful podcast with our team from Nationwide.
Insights from our survey can help you address the specific challenges your Millennial clients face and help them feel more confident about their financial future.
The recently passed Budget Reconciliation & Tax Bill contains a lot of changes, many of which are directed at individual taxpayers and households.
Discover key insights from our 2025 Protected Retirement survey such as how plan sponsors and participants are preparing for retirement and handling market volatility.
Uncover valuable insights from our Social Security survey, highlighting how Americans are feeling about the future of Social Security and how financial professionals can help.
Uncover valuable insights from our pre-retirees survey, highlighting how they are feeling about retirement and how financial professionals can address retirement needs.
Help Gen Z clients build their financial future with insights on retirement planning, investing basics, and building long-term relationships.
Uncover valuable insights from our Advisor Authority survey, highlighting the similarities and differences among single and married or partnered investors.
Learn how the repeal of the Windfall Elimination Provision and Government Pension Offset may affect your clients.
Uncover valuable insights from our Advisor Authority survey, highlighting the similarities and differences among women investors across generations.
Discover key insights from our survey to help you bridge the gaps between plan sponsors and employees when it comes to retirement readiness and income needs.
Discover key insights from the Advisor Authority survey on similarities and differences when it comes to retirement readiness and planning across the United States.