Equitable Retirement Guide

Whether you are a financial professional looking to fine-tune a client’s portfolio or a new investor, Equitable Retirement Guide is here to help. We provide forward-looking tools and resources for helping individuals plan for a secure, fulfilling future.
- Customizable hypotheticals
- Historical data combined with beautifully designed charts and graphs
- Questionnaire to personalize a strategy that may be the right fit for an investor's financial goals

You can also explore Equitable’s suite of retirement strategies:
- Protect a portion of your investment with Structured Capital Strategies PLUS®
- Guarantee retirement income with Retirement Cornerstone®
- Maximize your tax-efficiency with Investment Edge®
- Bridge the retirement gap with Structured Capital Strategies® Income

Download this app today for an easy-to-navigate experience to make financial planning a whole lot easier.


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A variable annuity is a long-term financial product designed for retirement purposes. Variable annuities are subject to market risk, including the possible loss of principal invested, and they have mortality and expense charges, account fees, investment management fees, administrative fees, charges for special contract features, and restrictions and limitations. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.

When distributed outside of New York State by Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) through Equitable Advisors Financial Professionals whose business address is not in New York State, or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is not New York, the Retirement Cornerstone® variable annuity (and Structured Capital Strategies PLUS®, Structured Capital Strategies® Income and Investment Edge® on or about November 14, 2022) is issued by Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ. When offered by Equitable Advisors Financial Professionals whose business address is in New York State or when distributed by Equitable Distributors, LLC through financial professionals of unaffiliated broker/dealers when the solicitation state is New York, Retirement Cornerstone®, Structured Capital Strategies PLUS®, Structured Capital Strategies® Income and Investment Edge® are issued by Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY). The obligations of Equitable America and Equitable Financial are backed solely by their own claims-paying abilities.

Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN).


GE-4696654.1 (5/22) (Exp. 5/24)