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Financial Life Stages


Whether you're just starting to save, already saving, planning for life after work or already enjoying it, the resources below can help you plan for retirement.



A new addition to the family is one of the most important events for a family. Whether you're a parent or a grandparent, there are new decisions and challenges facing you. The resources below can help you put a plan in place – such as a 529 College Savings Plan, Coverdell ESA or UTMA account.



Now is a wonderful time to begin planning for future educational needs. The resources below can help put you on the right track saving for college with accounts such as a 529 plan, Coverdell ESA, Roth IRA or UTMA account. Plan well. Start today.





Now is the time to plan ahead. Using the resources below, you can evaluate your financial options, including a Traditional IRA, a Roth IRA, joint accounts and more.



Is there a major purchase in your future? A car? A home?



Ah, freedom. Now you're starting a life of your own. It's time to start investing well. To help get you started in the right direction, visit the resources below.

You can start a regular investment program. Whether it's a Roth IRA, Traditional IRA or Individual account with an automatic investment plan, the decisions are now yours.



Secure. Retirement. Two soothing words people dream about during life after work. Review the resources below to learn more about an Individual, Trust or joint account, Traditional IRA or rollover!





Memories stand the test of time. As you consider creating a will and plans for the future, also consider the memories a financial legacy could bring to those you care about most. Begin that plan today by reviewing your many options – including plans for a Trust, Joint or Individual account, Roth IRA, Traditional IRA, UTMA or 529 plan.



Now that the kids are celebrating some independence of their own, it's time to refocus your efforts on investing and saving for your retirement future.

Whether it's building or keeping the nest egg you have, developing a plan for your personal dreams and goals or making a plan for funding the future education of a grandchild, State Farm® is there to help.



When a loved one cares enough to leave a financial legacy through inheritance there are many ways to honor that decision by creating a financial strategy and possibly a legacy of your own. Click below for details about building a future with your inheritance through a joint account, UTMA, Individual account, Trust and/or 529 plan — whichever may be right for your situation.


Risk Disclosures

Investing involves risk, including potential for loss.

Automatic investment plans do not assure a profit or protect against loss.

When rolling over a 401(k) into an IRA it's important to do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.

Securities distributed by State Farm VP Management Corp.

Before investing in a 529 plan, consider the plans investment objectives, risks, charges, and expenses. Contact the plan issuer for an official statement containing this and other information. Read it carefully.

Neither State Farm® nor its agents provide tax or legal advice.

AP2019/06/0491

Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value