Share iRetire®.
A simple, engaging
experience that helps you
move your clients to action.

Strengthen your relationships with existing clients and effectively engage with prospects.

Reframe Retirement

Investing differently for a longer retirement

Help your clients understand the new rules of the road for building portfolios that can respond nimbly to the forces, such as longer lives and subdued market returns, that are reshaping retirement.

Cracking the myth of the nest egg

How much retirement income could your client's nest egg deliver? It may be less than they think.

The risks of playing it safe

Show clients how holding on to too much cash and staying out of the markets could lead to the even bigger risk of a retirement income gap.

How your clients can avoid retirement sticker shock

How much retirement income could your client's nest egg deliver? It may be less than they think.

See the world from a different perspective

Living longer has broader implications for the world at large. Six couples from around the globe share their stories about their retirement goals.

When a $9,701 cup of coffee is a bargain

Understanding why $9,701 may be a great price for a cup of coffee can help your clients think about how retirement savings translates into retirement income.

Introduce iRetire®

Closing the retirement income gap together

Share this video to show your clients how you can work together to help them close the income gap they may have in retirement.

Making the move from nest egg to income

Use this client seminar to show the steps your clients can take today to start closing their retirement income gaps.

Introducing a new way for clients to invest for retirement

A client brochure for the iRetire® plan, to share and review during or after your meeting.

Create a Plan

Use iRetire®

Create customized iRetire® plans to engage your clients, age 50-70, and help them take action as they prepare for retirement.

Client-friendly iRetire® report

View a sample iRetire® plan to see what you can share with clients.

The portfolios powering iRetire®

Learn more about the Envestnet PMC-approved BlackRock portfolios at the heart of the iRetire® plan, offering risk-weighted allocations using iShares ETFs.

Build your practice with iRetire®.

Grow your business and evolve your retirement planning strategy using materials from BlackRock's retirement experts.


Click here for methodology and assumptions used in the iRetire tool (the "tool").

IMPORTANT: The projections or other information generated by the tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Any information contained in or generated by the tool should not be construed as or relied upon as investment advice, research or a recommendation by BlackRock Investments, LLC or any of its affiliates (collectively, “BlackRock”) regarding the use or suitability of any particular asset allocation, fund or overall investment strategy. The iRetire tool is designed to be used in consultation with an advisor and should not be relied on as a primary basis for an investment decision. Only an investor and their advisor know enough about the investor's circumstances to make an informed investment decision.

The tool and BlackRock’s CoRI methodology do not guarantee future income or protect against loss of principal. There can be no assurance that an investment strategy based on the tool or BlackRock’s CoRI methodology will be successful.

Carefully consider a fund's investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the fund's prospectus or, if available, the summary prospectus, which may be obtained by visiting the BlackRock Mutual Fund and iShares ETF prospectus pages. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

Data shown is for informational purposes only, is subject to change and does not represent an actual account. The validity of the analysis generated by the tool is in part dependent upon the accuracy of the data entered by the user when using the tool. Actual investment outcomes may vary.

The tool is provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any results obtained from its use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal). The use of the tool is subject to the terms and conditions set forth on this site.

This information is intended for use in the United States. This information is not a solicitation for or offering of any investment product or service to any person in any jurisdiction or country in which such solicitation or offering would be unlawful.

The tool does not reflect any advisory program fees.

The funds identified in the iRetire tool are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

The funds identified in the iRetire tool do not represent the full universe of investments that could compose a portfolio. The investment selections available in the tool are limited to the Target Allocation ETF Portfolios. Other investments not considered may have characteristics similar or superior to those that are included.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA®”), FTSE International Limited (“FTSE”), India Index Services & Products Limited, JPMorgan Chase & Co., MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell Investment Group or S&P Dow Jones Indices LLC, nor are they sponsored, endorsed or issued by Barclays Capital Inc. None of these companies make any representation regarding the advisability of investing in the funds. BlackRock is not affiliated with the companies listed above.

Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Real Estate 50 Index, FTSE NAREIT All Residential Capped Index, FTSE NAREIT Industrial/Office Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-US Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA. “FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license.

BlackRock Terms and Conditions

©2016 BlackRock, Inc. All rights reserved. BLACKROCKIRETIRE, ALADDIN, CORI and ISHARES are registered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

* Not FDIC Insured * No Bank Guarantee * May Lose Value *