For Seniors

Whether you are nearing — or already enjoying — retirement, it pays to stay on top of your finances. Nearly one-third of all U.S. investors are between 50 and 64 years of age, and approximately 5 million senior citizens succumb to financial abuse each year.

That’s why the SEC held its second annual Seniors Summit in September 2007 and why we've assembled the following key resources and links for investors:

Investing Wisely

	Affinity Fraud — avoid investment scams that target particular groups, such as seniors
	Ask Questions — the basic questions you should ask about your investments and the people who sell them
	Asset Allocation & Rebalancing — what you need to know about managing risk and not keeping "all your eggs in one basket"
	Internet Fraud: How to Avoid Internet Investment Scams — how to identify and steer clear of potential frauds
	Cold Calling — your legal rights, how to deal with cold calls, and how to stop them
	Lump Sum Payouts — questions you should ask yourself before you invest a large payment
	"Senior" Specialists & Advisors — what you need to know about professional designations

Seniors Care Package

You've worked hard for your money, now let us help you. For a free "Care Package" of useful publications that can help you make wise investment decisions, click here.

Products to Know About

	Variable Annuities
	Equity-Indexed Annuities
	Equity-Linked CDs
	Promissory Notes
	Callable CDs
	Ultra-Short Bond Funds
	Viatical Settlements

Calculators and Other Resources

	Ball Park Estimate Retirement Calculator
	Mutual Fund Cost Calculator
	National Do Not Call Registry
	Contact Your State Securities Regulator

Seniors Events

The Commission's initiative to protect the nation's senior investors includes investor education and outreach programs. To learn about recent and upcoming events, click here.

Need Help?

If you have questions about a securities related topic, check here first. If you still need help, contact us.

http://www.sec.gov/investor/seniors.shtml

For Seniors

Modified: 03/10/2008