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Planning for the Future

Planning for your financial future can be complex. Find resources and insights to help make the most of your savings. 

Retirement Planning

There’s a lot to know about retirement, from choosing an account to understanding minimum distributions. Here are a few resources to get started.

  • Retirement Basics
  • Transitioning to Retirement
  • Living in Retirement

Retirement Basics

Retirement Basics

Learn how to navigate the ins and outs of retirement as it approaches.

Top IRA Planning Mistakes
Retirement Basics
6 min

Top IRA Planning Mistakes

Use this handout with clients to review potential IRA planning issues and how to best address them.

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Cutting Back on Coffee Could Perk Up your Future
Retirement
2 min

Cutting Back on Coffee Could Perk Up your Future

A hypothetical illustration of how forgoing a cup of coffee and investing the money instead could increase your retirement savings.

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A Balancing Act - Saving for Retirement and an Education
Advisor Edge Program Material
7 min

A Balancing Act - Saving for Retirement and an Education

Hypothetical scenario outlining a strategy that can be used to start saving for retirement and education.

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Transitioning to Retirement

Transitioning to Retirement

Explore topics that can help investors avoid potential pitfalls and make the most of their retirement.

Understanding Required Minimum Distributions (RMDs)
Retirement
9 min

Understanding Required Minimum Distributions (RMDs)

Walk clients through the ins and outs of taking required minimum distributions.

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Weighing 401(k) Options At Retirement
Retirement
12 min

Weighing 401(k) Options At Retirement

This infosheet outlines important considerations regarding 401k distributions at retirement.

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Distributions of Employers Stock From 401K Plans
Retirement
7 min

Distributions of Employers Stock From 401K Plans

Advisors can use this info sheet to educate clients about the tax implications of rolling over or taking a lump-sum distribution from 401k plans when changing jobs or retiring.

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Living in Retirement

Living in Retirement

Understand the effects of income distribution strategies on taxes, Social Security and more. 

Take Control of Taxes in Retirement
Retirement Basics
5 min

Take Control of Taxes in Retirement

Learn how a tax-diversified portfolio may help an investor take control of taxes in retirement.

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529 College/Education Planning

Learn about saving for college and the investment options available to help investors save.

529 College/Education Planning

529 College/Education Planning

A 529 Savings Plan investment can help with the cost of education

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Investing Basics

Given today's fast moving and complex markets, it's more important than ever to understand the basics of investing and financial planning and strategies.

  • Investing 101

  • Getting Organized

Investing 101

Investing 101

Learn more about investing and finance basics to help make more-informed decisions.

Quick Guide to Risk Metrics
Investment Basics
6 min

Quick Guide to Risk Metrics

Learn more about some of the most commonly used investment performance terms.

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Rule of 72
Investment Basics
5 min

Rule of 72

Learn how long it takes to double your money.

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Thinking Past the Election With a Long-Term View
5 min

Thinking Past the Election With a Long-Term View

A long term view of US presidential leadership and the stock market while highlighting the long-term performance of Massachussets Investors Trust.

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20 Years of the Best and Worst: Asset Allocation Diversification
Investment Basics
16 min

20 Years of the Best and Worst: Asset Allocation Diversification

Highlights the importance of diversification and highlights MFS asset allcoation strategies.

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Managing the Ups and Downs
Volatility Resources
7 min

Managing the Ups and Downs

Explore how a long-term focus during volatile markets has helped investors pursue their long-term goals.

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Take a Systematic Approach to Long-Term Investing
Investment Basics
6 min

Take a Systematic Approach to Long-Term Investing

Learn how investing a specific amount on a regular basis enables investors pursuing long-term goals to take advantage of the market’s ups and downs along the way.

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How One Dollar Grew Over Time
Investment Basics
8 min

How One Dollar Grew Over Time

History and headlines haven't stopped stocks. If you're waiting for the right time to invest, the time is now.

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Inflation and Why It Matters
Investment Basics
8 min

Inflation and Why It Matters

Here's why many investors cite inflation as one of their primary worries.

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Getting Organized

Getting Organized 

Explore strategies that help investors budget, lower debt and organize their records.

Reducing Debt Takes Commitment and Patience
Financial Basics
7 min

Reducing Debt Takes Commitment and Patience

Learn how to manage and take control of your debt.

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Organizing Your Financial Records
Financial Basics
11 min

Organizing Your Financial Records

Get tips on organizing your financial records and learn how long to keep them.

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Contact and Financial Information Worksheet
Financial Basics
7 min

Contact and Financial Information Worksheet

Use this worksheet to gather all your important information in one place.

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