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Investing for retirement, managing your finances and protecting your family are critical issues for you. The AARP Financial team is dedicated to helping you achieve greater financial security through education and guidance, and relevant affordable solutions that will help you to prepare for your family's future.

Just choose the product or service you want from the list below.

MUTUAL FUNDS

Mutual Funds can be a smart foundation to your portfolio. And AARP Funds are particularly sensible because they use an indexing approach with low fees.

You may open an account with as little as $100, or $25 per month if you establish an automatic investment plan.

All of the following account types are available:

Get Started
  • Individual or Joint
  • Traditional IRA
  • Roth IRA
  • Coverdell Education Savings Account
  • UGMA/UTMA (Uniform Gift to Minors Act / Uniform Transfer to Minors Act)
An Automatic Investment Plan does not assure a profit and does not protect against a loss in a declining market.

IRA

IRA's are a smart way to benefit from the tax advantages afforded to the growth of your retirement investments, especially with Traditional IRA's. Opening an AARP Financial IRA can be easy. Choose from:

Get Started Traditional or Roth IRA.

AARP Financial Inc. does not provide tax advice. Please consult a tax advisor for information pertaining to your particular situation.

Rollover IRA

A Rollover IRA is a smart way to simplify management of your retirement accounts. Opening an AARP Financial Rollover IRA is easy.

Get Started

INSURANCE

AARP Financial provides AARP members with access to insurance options that are affordable and specifically designed to meet AARP members' needs.

Get Started Annuities, Life or Property and Casualty.

AARP membership may be required for purchase.

NO-FEE CREDIT CARDS

Credit cards can be useful financial tools. Especially when you don't have to pay a fee to carry them. Choose from these AARP Visa® cards from Chase:

Get Started Platinum and Platinum Rewards..

AARP membership is required for purchase.



The mutual funds described in this site are sold only to U.S. residents.

An Investment in the Funds involves risk, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of the AARP Funds carefully before investing. The prospectus contains this and other important information about the Funds. To get a prospectus containing this and other information, click here (PDF) or call 1-866-218-6142. Read it carefully before you invest.

While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.

The Financial Advisors are registered representatives of ALPS Distributors, Inc., a registered broker-dealer, and as investment adviser representatives of AARP Financial Inc., an investment adviser. AARP Financial Inc. offers investment advisory services and is not affiliated with ALPS Distributors, Inc.

AARP Funds are advised by AARP Financial Inc. and distributed by ALPS Distributors, Inc., a registered broker/dealer.