Enjoy these brief videos outlining important topics related to your retirement preparation. They are fun, educational, engaging and packed with lots of tips to assist you in taking the next steps today.
Videos
Do you have enough to retire?
Pete the Planner provides steps to help you better prepare as you near retirement.
Competing financial goals
Pete the Planner answers Carrie's question on how to balance multiple financial goals, such as saving for college and preparing for retirement.
Downside of loans
Pete illustrates how retirement plan loans affect your retirement goals.
Freed up cash
Justine asks Pete the Planner how to use her freed up cash flow to prepare for retirement.
In-service withdrawals
Pete the Planner explains what a in-service withdrawal is and what to consider before performing one.
Justifying investing
Pete the Planner discusses David's concerns with how to invest in his retirement plan when he has limited financial resources.
Loans and homes
Darren asks Pete the Planner what he should consider before taking a loan from his retirement plan for a downpayment to buy a house.
Matching contributions
Pete discusses how matching contributions can help you prepare for retirement.
Pre-retirement loans
Pete the Planner answers Anna's question on if she should take a pre-retirement loan to purchase a car.
Retirement basics
Pete discusses four concepts to consider as you prepare for retirement.
Retirement Income Streams
Pete illustrates the retirement income streams available and how your employer-sponsored retirement plan fits into your retirement preparation.
Calculators
Overview
These interactive calculators will help you take an active role in your learning and will assist you in developing a proactive plan to achieve your goals.
Library
Overview
All the guides and articles here are jam-packed with ideas on the nuts and bolts of retirement planning as well as topics that are relevant to your life planning. Take the time to read these short topical articles and then take the next steps to achieve your goals.
OneAmerica Financial(SM) is the marketing name for the companies of OneAmerica Financial. Products issued and underwritten by American United Life Insurance Company® (AUL), a OneAmerica company. Administrative and recordkeeping services provided by McCready and Keene, Inc. or OneAmerica Retirement Services LLC, companies of OneAmerica which are not broker/dealers or investment advisors. • Variable annuity contracts are issued by American United Life Insurance Company® (AUL), One American Square, Indianapolis, IN 46206-0368, 1-800-249-6269. Group annuity contracts are issued by American United Life Insurance Company® (AUL) and registered variable annuity products are distributed by OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, One American Square, Indianapolis, IN 46282. • © 2014 Wealth Management Systems Inc. All rights reserved. Reproduction in whole or in part is prohibited without the express permission of Wealth Management Systems Inc. • All individuals are fictitious and all numeric examples are hypothetical and were used for explanatory purposes only. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary. Past performance is not a guarantee of future results. • Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss. • Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
• Money market funds are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency. Although they seek to preserve the value of your investment at $1.00 per share, it’s possible to lose money by investing in money market funds. • Investing involves risk which includes potential loss of principal. • Variable products are sold by prospectus. Both the product prospectus and underlying fund prospectuses can be obtained from your investment professional or by writing to One American Square, Indianapolis, IN 46282, 1-800-249-6269. Before investing, carefully consider the fund’s investment objectives, risks, charges, and expenses. The product prospectus and underlying fund prospectus contain this and other important information. Read the prospectuses carefully before investing. Fees, limits, terms, and requirements for loans vary from plan to plan. • Plan participants should carefully consider the risks, tax implications, and retirement investing consequences before taking a loan from an employer-sponsored retirement plan. Contact the plan sponsor (employer) with any questions.
The views and opinions expressed by Peter Dunn (aka Pete the Planner) are solely his and do not necessarily reflect the views and opinions of the companies of OneAmerica. Pete the Planner's content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice. Pete the Planner is not an affiliate of any OneAmerica company.