Give the gift that supports lifelong financial education

Give someone special in your life an AARP Funds account, and show you care about their financial future.

Build an investment program through Systematic Investing.
AARP Funds' low minimum investment of $100 makes it easy to get started right away. Open an AARP Funds account with just $100 or establish an Automatic Investment Plan by regularly investing just $25 each month. An automatic investment plan teaches the value of regular investing and helps create a path to a more secure financial future.
Give a tax free gift. Did you know you and your spouse can each give up to $12,000 every year tax free to as many people as you want? Giving away a portion of your estate now may have tax benefits.
AARP Financial Inc. does not provide tax advice. Please consult a tax advisor for information pertaining to your particular situation.
Teach the power of compounding. The earlier you get started contributing to a long-term investment plan, the more likely your original investment will continue to grow over time.

Get Started: My gift is for someone

Call us today: Find out how you can give someone special in your life a mutual fund from AARP Funds by speaking with one of our Investment Counselors.; Call 1-866-482-8418 and help them on their way to a more financially secure future.

* For all states except Alabama and Nebraska where the age of majority is over 19. Or Mississippi and Puerto Rico where the age of majority is over 21.

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

Investing in the funds involves risk, including possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, fees, charges and expenses before investing any money. The prospectus contains this and other important information about the Funds. Please read the prospectus carefully before investing.

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 a registered investment adviser and a subsidiary of AARP.

Investment Counselors are FINRA registered representatives through ALPS Distributors, Inc., a registered broker/dealer, and employed by AARP Financial Inc.

AARP Funds are advised by AARP Financial and distributed by ALPS Distributors, Inc., a registered broker/dealer. AARP Financial Inc. is not affiliated with ALPS Distributors Inc.