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Life after the office will present a new set of financial challenges.

Use the exercises below to estimate how prepared you may be to face and potentially overcome them.

Stock market reality check

When it comes to potential returns on your stock investments, misperceptions can impair your decision making. Find out if your assumptions match the historical record.

Quiz yourself

Next Step: Talk with a financial professional who can help you develop a long-term investment plan.

Retirement expense & income calculator

Will your assets support your vision for your future? Use this tool as a guide to identify any gaps between your needs and the sources of income that can help you fund them.

Find your gap

Next Step: If you discover a gap, discuss how to cover it with a financial professional.

Tax liability guide

Taxes can be a big drain on your retirement income. This quick guide offers insight into strategies that can help you lessen the impact.

Rate analysis

Next Step: Ask a financial professional to help you make a tax-smart income plan.

Blueprint for retirement income

Most of us want to have enough money in retirement to not only cover our basic living expenses, but also to fully enjoy life. See how one couple made a plan that works for them.

Case Study

Next Step: Explore options with a financial professional to secure a reliable income stream for your future.

Retirement blind spots

A speed vs. accuracy tradeoff in our brains can lead to costly mistakes in our financial planning. Learn how to counter three common planning weaknesses.

Blind Spots Map

Next Step: Talk with your financial professional to gain a clearer picture of the road ahead.

Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.

Annuities are issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.