1076374-00001-00 Ed. 01/2024
ISG_WE_ANN761_01
Annuities are issued by The Prudential Insurance Company of America and Pruco Life Insurance Company (in New York, by Pruco Life Insurance Company of New Jersey), located in Newark, NJ (main office). Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT.
This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing a client’s retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.
We do not provide tax, accounting, or legal advice. Clients should consult their own independent advisors as to any tax, accounting, or legal statements made herein.
© 2024 Prudential Financial, Inc and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.
For Financial Professional Use Only. Not For Use With The Public.
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2024 | Topics in focus | Retirement strategies
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Market Volatility
Inflation
Tax Planning
Market Volatility
Inflation
Tax Planning
Good information to help clients understand how they can limit losses by having a level of protection in down markets.
Sequence of Returns Risk
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Well-presented information to discourage clients from reacting to market ups and downs.
Market Volatility brochure
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Fortify retirement strategies to remove human emotions and overreactions
Calculator to personalize expenses to see essential expenses … to see the impact inflation will have in retirement.
Retirement by the Numbers
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See inflation’s effect on purchasing power over 10, 20, and 30 years.
Inflation flyer
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Build a client’s retirement strategy to help offset inflation's effect
A great tool to identify client’s tax liabilities and tax-inefficient assets.
Tax Efficiency Challenge (1040 Guide)
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A quick go-to for the new 2024 rates. Use it all tax season and beyond.
Easy Reference Tax Guide 2024
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Create a client’s retirement strategy to handle changing tax conditions
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Focus on ways retirement strategies using annuities can help clients achieve strong, forward-looking plans for any economic landscape.
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January 8, 2024
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February 12, 2024
2024 Tax update
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March 11, 2024
1040 review
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April 8, 2024
Update from Washington
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You'll find research and resources to help clients better understand annuities.
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2024 | Topics in focus | Retirement strategies: Client Engagement
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1065516-00003-00 Ed. 02/2024
ISG_WE_ANN759_01
For Financial Professional Use Only. Not For Use With The Public.
Annuities are issued by The Prudential Insurance Company of America and Pruco Life Insurance Company (in New York, by Pruco Life Insurance Company of New Jersey), located in Newark, NJ (main office). Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT.
This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing a client’s retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.
We do not provide tax, accounting, or legal advice. Clients should consult their own independent advisors as to any tax, accounting, or legal statements made herein.All guarantees, including benefit payment obligations, index strategy crediting, or annuity payout rates, are backed by the issuing company's claims-paying ability and do not apply to the underlying variable investment options. The third-party broker-dealer/agency, or any of its affiliates, selling this annuity are not responsible for making those payments, and none makes any representations or guarantees about the issuer's claims-paying ability.
© 2024 Prudential Financial, Inc and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.
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Gain a wealth of information on two topics that are crucial for all retirees to understand. Learn strategies that can help maximize Social Security benefits and manage health care costs in retirement.
Use this program to address the major challenges of retirement, how to create a plan to help address them, and review protection and income strategies with an annuity.
An in-depth discussion of today’s top investor concern—inflation. Explore the challenge of inflation on the typical retirement and how retirees can be better prepared to address inflation in their retirement strategy.
1062054-00003-00 Ed. 02/2024
ISG_WE_ANN760_01
For Financial Professional Use Only. Not For Use With The Public.
Annuities are issued by The Prudential Insurance Company of America and Pruco Life Insurance Company (in New York, by Pruco Life Insurance Company of New Jersey), located in Newark, NJ (main office). Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT.
This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing a client’s retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.
We do not provide tax, accounting, or legal advice. Clients should consult their own independent advisors as to any tax, accounting, or legal statements made herein.
© 2024 Prudential Financial, Inc and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.
Disclosures:
Accessibility
Contact your Prudential wholesaler or the sales desk at 800-513-0805
Prudential and the Alliance for Lifetime Income
2024 | Topics in focus | Retirement strategies: Annuities Insights
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The Alliance Educational Fellow Jason Fichtner explores whether the popular ‘rule of thumb’ around withdrawing 4% of portfolio balances to fund retirement lifestyle is sustainable.
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These infographics are full of data-driven insights from the largest language study ever conducted in the financial services industry.
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