Retirement Planning

Lord Abbett makes it easy for you to consolidate assets and manage retirement income.

Retirement Products

To help create a retirement plan that's appropriate for an investor, Lord Abbett offers a range of retirement solutions that seek to address diverse needs and circumstances.

Individual Retirement Accounts
Small Business Plans

Individual Retirement Accounts

Traditional IRA

A traditional IRA is a tax-deferred account that allows individuals to save for retirement on a tax-deferred and potentially tax-deductible basis.

A Roth IRA allows investors of any age to save for retirement if their income qualifies. Contributions are made with aftertax dollars, offer the potential of tax-free withdrawals and the owner is not required to take minimum distributions.

Rollover IRA

Lord Abbett makes it easy to open a Rollover IRA. Anyone receiving a distribution from a former employer workplace retirement plan is eligible to set up a Rollover IRA.

Coverdell ESA

You can save for a child’s education with a Lord Abbett Coverdell Education Savings Account. As long as the student for whom you are saving is under age 18 and your income qualifies, you can establish a Coverdell ESA

Small Business Plans

SIMPLE IRA

A Savings Incentive Match Plan for Employees (SIMPLE) is an IRA-based retirement savings plan that offers small business owners an easy and cost effective way to assist employees in saving for their retirement as well as their own.

SEP IRA

A Simplified Employer Pension (SEP) is an IRA-based retirement savings plan that allows small businesses’ and their employees to save for retirement on a tax-deferred basis.

Payroll Deduction IRA

Payroll Deduction IRAs offer employees of a small business an easy and convenient way to save for retirement through a Lord Abbett traditional IRA, Roth IRA, or Coverdell Education Savings Account.

IRA FAQs

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Retirement Calculators

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Use these calculators to help your clients address a wide range of retirement planning needs.

HOW TO OPEN AN IRA

Complete the writable IRA Application
Print and send to Lord Abbett by mail, fax, email or use our Free FedEx shipping option
You’ll receive a confirmation once your IRA is established

Retirement Forms

Important Information
The information presented in this section is intended for general information and is not intended to be relied upon and should not be relied upon, as financial, legal or tax advice for any particular investor. We strongly recommend that you contact your financial, legal or tax advisor regarding your particular tax situation.

The information presented in this section is not written or intended to be used, and cannot be used, for the purpose of avoiding any tax liabilities or penalties.

To comply with Treasury Department regulations, we inform you that, unless otherwise expressly indicated, any tax information contained herein is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or any other applicable tax law, or (ii) promoting, marketing, or recommending to another party any transaction, arrangement, or other matter.

Tracked Funds

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