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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

New Annuity Products

In the annuity industry, it’s extremely important to keep up with the latest and greatest as the market is continuously …

Retirement Strategies: Annuity or IRA?

If you’re at all interested in saving for retirement, there’s a really good chance you’ve heard of both annuity products …

New Alliance Launches Education Campaign for Lifetime Income, Annuities

Last week, large strides were taken to address the national retirement income crisis in America. A coalition of 24 major …

Bonds vs. Annuities: New Research Seems to Settle the Debate

Most investors have three goals when it comes to their money: they want growth, safety and liquidity. Finding an investment …

Seek Reliable Information When Shopping for Annuities

If you ask anyone who is nearing retirement if they’d like a steady stream of guaranteed income during their Golden …

Shorter Surrender Periods Improve Sales of Indexed Annuities

As the first-quarter numbers roll in, the data is showing that investors are especially attracted to indexed annuities with shorter …

ARTICLES & GUIDES

The Fiduciary Rule means that all advisors to retirement investors must give advice in the best interest of the investor — not their own.

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

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

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

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…

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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