Medicare

Turning 65 comes with critical healthcare decisions. As a MFA partner, you’ll have access to Medicare-focused tools, carrier partnerships, and optional training to confidently help clients compare plans, evaluate IRMAA impacts, and navigate enrollment timelines — all while staying within compliance. Whether you specialize in Medicare or want to refer these cases, we help you plug into a system built for results.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

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Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

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What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?