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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

QLACs Hedge Against Longevity Risk

For those nearing or in early retirement, the fear of running out of money is a very real concern. Enter …

Pacific Life Adds New Fixed Indexed Annuity to Line-up

Pacific Life Insurance Company has just announced the latest in their fixed indexed annuity line-up. Pacific Index FoundationSM  will replace …

Nationwide Launches New Fee-based FIA

Leading insurance and financial services organization, Nationwide, has just announced the launch of a new fee-based fixed indexed annuity (FIA). …

Improve Cash Flow While Giving Back with a Charitable Gift Annuity

If you are interested in steady income in retirement with an attractive return and low risk, consider a charitable gift …

Investment Strategies for Rising Rates

Much to the delight of older investors, the Federal Reserve has raised the federal funds rate three times since the …

Retirement Literacy Study Confirms Lack of Knowledge

In an effort to study the retirement literacy of American adults nearing or in retirement, the American College of Financial …

ARTICLES & GUIDES

DOL’s Fiduciary Rule Now In Place

DOL’s Fiduciary Rule Now In Place

As it turns out, the widely ballyhooed Department of Labor (DOL) FiduciaryRule for retirement accounts has become a fixture after all…..

Mistakes That Can Undermine Your Retirement Savings

Mistakes That Can Undermine Your Retirement Savings

Things can happen in life to decimate your retirement savings, and there may not be all that much you can do about it. The unexpected loss of a good….

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
Rated 5/5 based on review
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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