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This client-facing retirement income worksheet can help them plan ahead by reviewing projected retirement income and expenses.

For clients
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Consider these 2 new investment options to help provide protection and growth potential.

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In the face of volatile markets, consider using these 2 tests to gauge the longevity of your client's portfolio.

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This client-facing piece identifies 3 things to think about when planning a Social Security filing strategy.

For clients
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This quick reference guide details Social Security facts, eligibility requirements, tax rates, and benefit information.

For clients
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This client-facing report looks at the future of Social Security and considers other means of guaranteeing income in retirement.

For clients
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This client-facing piece explains the earnings test for some who file for Social Security but continue working.

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This client-facing article explains the 2 provisions that reduce Social Security benefits for some government employees.

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This client-facing list identifies potential mistakes that women should avoid when filing for Social Security.

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This client-facing brochure helps educate them on the filing timeline and includes the Nationwide Social Security 360 Analyzer® fact finder.

For clients
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This client-facing list identifies 8 things everyone should know before filing for Social Security benefits.

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This client-facing list identifies 6 important rules regarding Social Security benefits for spouses and survivors.

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This client-facing list identifies 5 rules that could reduce retired public workers' Social Security benefits.

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Complete this Social Security 360 Analyzer\u00AE Fact Finder form before your planning meeting with your financial professional.

For clients
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This white paper explains how some pensions for nonprofit and government employees can affect Social Security benefits.

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This white paper lists 4 options for a client who has elected Social Security benefits and now realizes that that was a mistake.

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This white paper helps clarify the steps for determining a suriviving spouse's benefit and how to maximize it.

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This client-facing brochure provides an overview of Social Security and urges them to strategize with you on when to file.

For clients
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A client’s FRA is the age at which they can file for their full Social Security benefit. Learn how FRA is changing.

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The primary insurance amount (PIA) is the dollar amount of one’s benefit at their FRA. Learn how it’s calculated.

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Learn how to view and download the statement that shows earnings over time and current estimate of PIA.

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Nationwide’s tool shows clients the monetary difference between Social Security filing strategies.

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Nationwide's tax-efficient retirement income program will help deepen your knowledge of how tax-efficient income strategies can benefit your clients.

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This client-facing list offers 10 tips to help build a tax-efficient retirement income plan, avoiding higher tax brackets and reducing unintended taxes.

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This client-facing list of questions will help start the conversation when planning for a taxefficient retirement income strategy.

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Take advantage of a market downturn with these 4 key tax-efficiency strategies to help reduce your clients' tax liabilities.

For clients
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This white paper explores 3 common sequencing options that could minimize taxation while extending the life of your client's portfolio.

For clients
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This client-facing article explains how to minimize taxes with tax diversification and how tax-efficient income strategies can benefit your clients.

For clients
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Learn how is social secuity funded and actionable steps your clients can take.

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This white paper examines the tax-free nature of distributions from Roth IRAs and presents evaluation criteria to consider when discussing a Roth conversion with your client.

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Clients with after-tax contributions in their employer retirement plan should carefully consider Roth conversions.

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Learn about the origins of the Social Security program and how it has evolved over time.

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This white paper explains why protection against the potential future costs of long-term care should be the new "wealth transfer" concern, regardless of your client's level of wealth.

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This white paper compares cash indemnity vs. reimbursement benefits for long-term care (LTC) and explains how Nationwide products interact with the HIPAA per diem.

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Featured retirement savings solutions

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Social Security 360 Analyzer®

Use Nationwide’s Social Security 360 Analyzer to review and compare up to 4 Social Security filing strategies.
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Retirement savings worksheet

This client-facing guide and worksheet helps show why tax diversification matters and how to assess one’s own retirement savings.

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