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Education & guidance

Congratulations on taking an important step toward a more secure future. Lincoln Financial is here to help you take charge of your retirement success, with account access, education, tools and resources to support you in making wise decisions along the way.

Retirement basics

Why and how should you start participating in a retirement plan? When should you start saving? How much can you contribute?
Learn the basics about retirement plans.

Investing basics

Investing doesn’t have to be difficult. These articles and tools are to help you understand important terms and begin finding an investment style that’s right for you.
Get help with investing basics.

Resources for your retirement needs

Online planning tools

See what online tools and resources are available to help you plan.

Annual contribution limits

Find out how much you could save for your retirement each year.

Budget Planning Worksheet

Start tracking where your money is going and find opportunities to save for your future. You’re worth it!

Retirement Countdown Checklist

Use this checklist to help guide you through important steps to take as you approach retirement.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY and their applicable affiliates (collectively referred to as “Lincoln”). This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products and services.