Investment Education Toolbox
Welcome to the Investment Education Toolbox. The links below provide a variety of options in assisting you with retirement preparation.
- Asset Allocation Builder
Certain life events may change your risk tolerance and retirement goals. This educational tool helps to assess your investment choices based on your personal situation and comfort level with investing.
- NEW! - Financial Education Resources
The articles, interactive charts and tutorials in this section are provided for each of the topics listed below as general education and may help you move closer to reaching your financial goals. - Retirement Preparation Tools
For your convenience, we offer a link to Retirement Preparation Tools on a website that OneAmerica® does not own or operate. If you click this link, you will leave the OneAmerica® website and a new browser window will open. We are not responsible for the content, links, privacy or security policies on this site or sites owned by other companies or organizations.
The Retirement Preparation module contains the following sections:
Retirement Income Strategy
This tool will guide you through the creation of a financial program by asking you to enter some basic information about your income, current level of contribution and retirement income goals.
Education
Find ideas for designing a retirement preparation strategy and learn more about the advantages of your retirement plan.
Calculators
This section contains additional tools that can be used to help you reach your financial goals.
Glossary
Investment jargon can sometimes be confusing. This section contains a helpful list of terms and definitions for general education purposes. All terms may not apply to all plans.
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 and mutual funds are subject to market risk, including possible loss of principal.
Group variable annuity products are issued by American United Life Insurance Company® (AUL) and registered group variable annuity products are distributed by OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 433 N. Capitol Ave., Indianapolis, IN 46204, (877) 285-3863, which is a wholly owned subsidiary of AUL. McCready and Keene provides administrative and record keeping services and is not a broker/dealer or an investment advisor. Neither AUL, OneAmerica Securities, McCready and Keene nor their representatives provide tax, legal or investment advice.
