Required Minimum Distributions Waived for 2020 – What to Do Next
The CARES Act, or The Coronavirus Aid, Relief, and Economic Security Act, has waived RMDs for 2020, but beginning in …
Retirement Resource Center
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 licensed financial professional
licensed financial professionals, 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
Annuity Talk Increases Amid Global Pandemic
A new survey conducted in the midst of the COVID-19 global pandemic discovered that more than half of financial professionals …
Three New Annuity Lifetime Income Riders from Nationwide
In the midst of market volatility and uncertain economic times, Ohio-based mutual insurer, Nationwide, has just announced the launch of …
Considering a Fixed-Rate Annuity? Check This Out First
One of the most popular annuity products is the fixed-rate, or multi-year guaranteed annuity. This relatively simple product offers guaranteed …
New Fixed Index Annuity Balances Growth and Protection
One of the many goals of most retirement planners is learning how to balance growth potential with principal protection when …
1st Quarter Registered Index-Linked Annuity Sales Soar
First quarter annuity sales numbers are in, and registered index-linked annuities (RILA) were the big winners. When compared to the …
ARTICLES & GUIDES
The Next Step for the DOL Fiduciary Rule: Probably a Battle Before the Supreme Court
Most American adults know that we live in an extremely litigious society. So while it may seem hard to believe ….
What You Should Know about President Trump’s Tax Plan
The nine-page tax reform framework recently released by the Trump administration referred only briefly to the treatment of retirement savings…
Still More Question Marks about the DOL’s Fiduciary Rule
Full implementation of The Department of Labor’s (DOL) Fiduciary Rule is on the verge of being delayed yet again—from January 2018….
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
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
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
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
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
According to conventional wisdom, most people who buy annuities purchase them shortly before retirement. Many need to wait that long…
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