Guides
The following guides cover a variety of retirement planning and annuity-related topics. All of these guides have been written exclusively for Annuity FYI and many include reputable outside resources where additional information can be found. These guides were written to address commonly asked questions. New guides are being added regularly.
ARTICLES & GUIDES


There is More You Should Know About the SECURE Act’s Benefits

The SECURE Act Could Improve Retirement Finances for Seniors and Some Workers

How to Shop for Fixed Indexed Annuities (FIAs)

Managing Retirement Finances Requires Budgeting – as Well as Income Accumulation — and Analyzing Your Percentage of Past Income

If Tax Overhaul Passes Congress, It’s Probably a Small Plus for Most Seniors

Insights into Buying a Second Annuity

Know the Ins and Outs Before You Buy an Annuity

Is a Top-Rated Annuity Worth the Price of Admission?

Affluent People on Medicaid? It Happens

The Official Cost of Retirement: $700,000 -Plus

Is (or Isn’t) Time Running Out for the DOL Fiduciary Rule?

The Wisdom of the Four Percent Rule is Fading

It’s a New Year and Time to Examine Your Portfolio

Don’t Forget to Review Your Retirement Finances Over the Holidays

Year-End Tax Tips Worth Knowing Even Though No Big Changes in 2016

Do Annuity Homework In Case the DOL Fiduciary Rule Is Killed

A Q&A with Annuity Journalist Kerry Pechter

Just Where Do You Invest in Today’s Head-Scratching Times?

Choose Passive Over Active Stock Fund Management? It Depends

The Future of Financial Planning: Still More Digitization, But Humans Won’t Disappear

Should Retirees Invest More in Stocks and Less in Bonds?

A Change for the Worse in Social Security Is Around the Corner — But Some Can Still Sidestep It

The Old Folks are All Right (More or Less)

Don’t Buy an Annuity Without Weighing the Impact of Inflation

2016 Shaping Up To Be a Tough Year for Annuity Buyers – But There May Be Silver Linings

Updated Mortality Tables Poised to Trim Payouts on New Annuities

Financial Planning For Alzheimer’s Patients

Should You Buy an Annuity? That Depends – But You Certainly Should Take a Good Look at One

Our Retirement Savings Crisis Can Be Remedied

Looks as though the Fiduciary Rule is Dead After All

Shop Carefully For An Annuity: 10 Annuity Buying Tips

The Link between Inequality and ‘Retirement Readiness’

Nursing Home Doublers Often Make Sense for those who cannot Afford LTC Insurance

Alternatives to Long-Term Care Insurance If It Is Not Right for You

10 Criticisms Of Annuities – Right Or Wrong?

The Ins and Outs of Medicaid Annuities

401(k) Plans for Small Business Owners

Can I sell my Annuity?

Long Term Care Insurance

Personal Finance Guide for Teens

Annuities: Find the Right One For You

Starting To Plan For Your Retirement While In College

Are Annuities Right for Investors Over the Age of 85?

Annuity Resources: Your Guide to 401(k)’S & IRA’S

Equity Linked CDs

Financial Planning Checklist

Financial Literacy for Kids

Taxation History of the U.S.

Is an Annuity Right for me?

Retirement Resources

457 Deferred Compensation Plan Resource Center

Ways to Save for Retirement and Stay Out of Debt!

Annuities, Financial Planning, and Long Term Effects

Financial Planning: The Future of Social Security

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