Tools Tools

Investment Education Toolbox

Welcome to the Investment Education Toolbox. The links below provide a variety of options in assisting you with retirement preparation.

 

Develop Your Retirement Strategy
To move toward your future retirement goals, it’s important to have a strategy in place and check it regularly. This tool can help you develop or adjust your approach to prepare for retirement. It will also highlight any gap between your goal and your potential retirement income.

Asset Allocation Builder
Certain life events may change your risk tolerance and retirement goals. This educational tool will help you assess your investment choices based on your personal situation and comfort level with investing.

Retirement Preparation
This in-depth module contains:

Education Section
In this section you’ll find retirement preparation strategies and learn more about the advantages your retirement plan offers.

Planning Calculators
This section contains financial tools that can be used for retirement preparation purposes, including Loan, Paycheck, Social Security and Roth Analyzer calculators.

Glossary
The definition of terms listed are for investment education purposes. All the terms that appear may or may not apply to your contract.

Personal Retirement Income Strategy
By inputting basic information and financial assumptions, you’ll take the first steps towards your financial goals.

Any investment involves risk and there is no assurance that the investment objective of any investment option will be achieved. Before investing, understand that variable annuities are subject to market risk, including possible loss of principal.

Tax qualified retirement plans from American United Life Insurance Company® (AUL) are funded by an AUL group annuity contract. While a participant in an annuity contract may benefit from additional investment and annuity related benefits under the annuity contract, any tax deferral is provided by the plan and not the annuity contract.

Registered group variable annuity contracts issued by AUL are distributed by OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 433 N. Capitol Ave., Indianapolis, IN 46204, 1-877-285-3863, which is a wholly owned subsidiary of AUL.