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APPLICATIONS & FORMS

Education, forms and guidance.

Open an IRA. Request a kit to learn about our mutual funds. Download a beneficiary form. All the behind-the-scenes stuff you need is right here.

TOOLS & CALCULATORS

Quizzes, calculators and more.

It's one thing to read about how investments may grow. It's quite another to see them in action. Whether you want to know how much you may accumulate, how long it may last or whether you're still on track, this is the place to do it.

FREQUENTLY ASKED QUESTIONS

Find the answers.

Get some of your most common questions answered here. If you don't find what you're looking for, give us a call at 1-866-218-6142, Monday - Friday, 8 a.m. - 6 p.m. (EST).

GLOSSARY

Demystifying investing. One word at a time.

Before you can feel confident investing, it's important to understand the basic terminology. You'll find definitions of most of the common terms here.




The Financial Advisors are investment adviser representatives of AARP Financial Inc., an investment adviser.


AARP Financial is a collection of insurance and financial products, services and programs made available by AARP. Neither AARP nor its affiliate is the provider. AARP contracts with providers to make coverage available to AARP members.

Insurers and providers pay a royalty fee to AARP for use of the AARP intellectual property. Amounts paid are used for the general purposes of AARP and its members.

AARP and its affiliate are not insurance agencies or carriers and do not employ or endorse individual agents, brokers, representatives or advisors.

AARP does not make financial product or service recommendations for individuals. Products and services carrying the AARP name are intended to be competitive products and may not be the lowest priced products. You are strongly encouraged to evaluate your needs and compare products.