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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

Knowing the benefits and basics of your retirement plan can start you on the path to a confident future. Get answers to common retirement planning questions to jump start your savings today.
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.

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Resources for your retirement needs

Online Planning Tools Available (PDF)

Learn what online tools and apps are available to help you plan.

Annual Contribution Limits

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

Budget Planning Worksheet (PDF)

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

Retirement Countdown Checklist (PDF)

This checklist can 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.