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Annuity FYI believes that annuities with the industry’s most competitive features and benefits can be an exceptional component of a retirement portfolio. Our Retirement Resource Center is designed to help you understand how annuities may help you achieve your retirement goals.

Variable Annuities for Retirement

The Top 10 reasons why variable annuities with the most
competitive living and death benefits can help you achieve
your retirement goals.

401k Rollovers

What are my 401k rollover options? Is it a good idea?

IRA Rollovers

What are my IRA rollover options? Is it a good idea?

Social Security Offset

Learn how annuities can increase your Social Security payments.

Financial Freedom in Your Retirement

Follow these 5 simple steps.

Retirement Calculator

Learn how to allocate your retirement savings.

Protect Your Nest Egg with Annuities — Make an Appointment with an Annuity FYI Expert

Annuity FYI Experts, who are licensed financial advisors, are available to speak with you free of charge and with no obligation to discuss how annuities can protect your retirement nest egg.

RETIREMENT

Retirement Savings Plan: IRAs vs. Annuities

It is becoming more and more common for employees not to have access to an employer-sponsored 401(k) plan, leaving millions …

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Transamerica Launches Fee-based Variable Annuity

A new fee-based variable annuity is being launched by Transamerica in an effort to offer investors and advisors additional flexibility …

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Annuities and Tax Benefits

Annuities are often overlooked as a tool to include in retirement savings strategies, mainly because of their complexity. It’s true …

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Annuities and Roth IRAs: A Dynamic Duo

For some investors, the capital commitment, tax treatment and complexity are enough to keep them from looking into purchasing an …

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Annuities, Real Estate For Passive Retirement Income

During our working years, most make an effort to put some money away with the hopes of someday being able …

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Annuities May Be Used More As American Retirement Evolves

The Urban Institute recently published an important article about “How Retirement Is Changing in America.” Richard W. Johnson and Karen …

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ARTICLES & GUIDES

Yale, MIT and NYU Sued Over Retirement Plan Fees

Yale, MIT and NYU Sued Over Retirement Plan Fees

These universities’ retirement plans were the latest to be sued by the St. Louis law firm of Jerome Schlichter for violations of fiduciary duty….

RetirePreneur - Mark Warshawsky

RetirePreneur: Mark Warshawsky

With his new startup — which boasts the decidedly non-catchy name ReLIAS LLC — the well-known retirement scholar-turned-entrepreneur…

Personalize Non-Annuity Withdrawal Rates to Achieve Financial Comfort in Retirement

Personalize Non-Annuity Withdrawal Rates to Achieve Financial Comfort in Retirement

Whole forests have been pulped and supertanker-loads of ink spilled to produce articles about the various spending strategies that financial…

Annuities Are Also for the Young

Annuities Are Also for the Young

According to conventional wisdom, most people who buy annuities purchase them shortly before retirement. Many need to wait that long…

Retirement Income Crisis: Myth or Fact?

Retirement Income Crisis: Myth or Fact?

In their recent Wall Street Journal article, Andrew Biggs and Sylvester Schieber cite a study showing that the average U.S. retiree…

Simple Advice to Recession Proof Your Retirement

Simple Advice to Recession Proof Your Retirement

Steve Vernon shares a simple message as he criss-crosses the USA, addressing audiences large and small and promoting his financial…

Retirement Annuities Testimonial
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TESTIMONIAL
5/5 Stars

The major hurdle you have faced in “convincing” me that an annuity has a role in my retirement planning has been in helping me make sure I understood the details adequately to think through the “what if’s.” Thank you for your hard work.

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