Financial Services and Retirement Planning

Investment Overview

Click through these steps for knowledge and support on investment strategies

Get the Basics
Estimate Your Need
Research Products
Initiate a Plan

Get the Basics

Follow these links for investment strategies you can use during each stage of life

What to Consider:

Investing by hunch or hearsay is actually gambling. A diversified, well-researched portfolio is true investing.

A financial professional can help you decide:
- What balance of risk and reward you are comfortable with, and
- An asset allocation strategy to guide your investing

Just Starting Out

On Your Way

Nearing Retirement

At Retirement

Articles

Common Questions

Estimate Your Need

Use these tools and calculators to help keep you on track toward your investing goals

What to Consider:

Investing by hunch or hearsay is actually gambling. A diversified, well-researched portfolio is true investing.

A financial professional can help you decide:
- What balance of risk and reward you are comfortable with, and
- An asset allocation strategy to guide your investing

Stock Quotes
Delayed quotes, company profiles, historical charting, news stories and more

Map of the Market
See a graphical representation of what is happening in the market today.

Mortgage Calculator
Ready to buy a home? Find out how much house you can afford.

Sector Tracker
Track 120 industry groups in 10 broad market sectors using Dow Jones indices.

Research Products

Take a look at the products & services we offer to help prepare for retirement.

Product Type	Features
Brokerage and Advisory Accounts	Available through AXA Advisors, LLC’s partnership with LPL Financial. Clients have access to a broad array of brokerage and advisory accounts, such as the Strategic Asset Management (SAM) program, Manager Select, Personal Wealth Portfolios, Model Wealth Portfolios and Optimum Market Portfolios.
Mutual Funds	Diversification and value Access to a broad range of mutual funds with diverse investment objectives and philosophies You may choose from thousands of funds from more than 75 mutual fund families.
IRAs	Investment earnings grow tax-deferred until withdrawn Contributions potentially deductible Annual contribution: up to $5,000 $6,000 as a catch up contribution if you're over 50

Product Type

Features

Brokerage and Advisory Accounts

Available through AXA Advisors, LLC’s partnership with LPL Financial.
Clients have access to a broad array of brokerage and advisory accounts, such as the Strategic Asset Management (SAM) program, Manager Select, Personal Wealth Portfolios, Model Wealth Portfolios and Optimum Market Portfolios.

Mutual Funds

Diversification and value
Access to a broad range of mutual funds with diverse investment objectives and philosophies
You may choose from thousands of funds from more than 75 mutual fund families.

IRAs

Investment earnings grow tax-deferred until withdrawn
Contributions potentially deductible

Annual contribution: up to $5,000
$6,000 as a catch up contribution if you're over 50

Initiate a Plan

Talk to Your Financial Professional

Professional Guidance Counts

Your financial professional can be an invaluable in helping you:

Complete a financial needs analysis
Evaluate the financial strategies available to you, and
Select appropriate financial products designed to help you reach your goals

Don't Have a Financial Professional?

We can have a financial professional contact you, or
Search below to find a financial professional near you

Find a Financial Professional

Why Choose AXA Equitable

- A premier financial institution since 1859
- Top-tier credit ratings
- Global strength

Learn more

Need to invest for retirement?

Check out our retirement products and services

As a provider of investment products and services, AXA Equitable’s affiliate, AXA Advisors, LLC, offers a range of valuable resources on investment services that can help you with retirement investments or choosing a retirement investing strategy. For life insurance and retirement products, AXA Equitable can help with life insurance policy, or retirement products and services such as variable annuities.