investing

Investment planning starts today. To help you make informed decisions regarding the myriad of investment options available to you, The Actuarial Foundation provides these free resources.

Making Your Money Last for a Lifetime:
Why You Need to Know About Annuities
This guide explains the important role that immediate annuities can play by stretching out your money to make sure it will last no matter
how long you will live.

Download (pdf)
More info.

These materials are intended to provide general information and should not be used as a substitute for legal or other professional advice. Every effort has been made to ensure that the information contained in these materials were true and accurate at the time of publication. Some information may have changed since publication and therefore may be outdated.

Tip Sheets

• Investing (pdf)
• Bonds (pdf)
• Mutual Funds (pdf)
• Stocks (pdf)
• 401(k) Plans (pdf)
• Cash Balance Plans (pdf)

Access all the Foundation's tip sheets.