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.


Fixed Indexed Annuities Help Empty Nesters Revamp Retirement Plan

Many parents with older children count down the years until their nest is empty and all of their kids have moved out. Unfortunately this becomes the time when far too many near retirees start overspending because they are no longer …

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Want To Be More Confident About Your Retirement? Consider An Annuity.

The LIMRA Secure Retirement Institute recently published a review entitled Improving Retirement One Step at a Time, which looked at annuity knowledge, attitudes and ownership. They found that no matter what level of wealth they have, people who own...

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Millennials Are Behind In Retirement Planning

Millennials are facing unique financial challenges because the fallout from 9/11, the Great Recession and skyrocketing higher education costs. They are being compared to the generation of Americans who emerged from the Great Depression with low risk...

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New Social Security Rules Undermining Younger, More Exotic Filers

If you’re a meat-and-potatoes person who likes to keep things simple and began taking full Social Security benefits from your own account at age 66 — even though you’re married and could instead have tapped your spouse’s Social Security...

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Retirement Planning Should Focus More on Longevity Risk

Longevity risk is one of the most important issues to contend with when you are retirement planning.  Some actuaries are worried that neither advisors nor their clients are taking longevity risk seriously enough.  In Think Advisor’s...

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Longevity Annuities Are Poised to Become America’s New Pension

In The Garden City News section “The View From Here,” Bob Morgan, Jr. wrote an informative article about “Longevity annuities and retirement security.”  He said that while longevity annuities are not the perfect solution to...

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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
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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.