Strategies for Fixed-Income Investors
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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.
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RETIREMENT
Rebalance and Shelter Your Portfolio With a Variable Annuity
One of the biggest problems facing investors is reducing equity exposure on assets outside of retirement plans while minimizing the …
Great-American Life Offers Variable Indexed Annuity
According to a recent news article from ThinkAdvisor, Great-American Life Insurance Company has introduced a new variable indexed annuity that …
New Fixed Index Annuity Series from American Equity
Last week, American Equity Investment Life Insurance Company announced the launch of a new fixed index annuity series, the Income …
Turning Retirement Savings Into Income
One of the biggest fears in retirement is running out of money. Many people strive to save for most of …
New Fixed-Indexed Annuities from National Western Life
The United States-based life insurance company, National Western Life Insurance Company (NWLIC) has recently announced the launch of two new …
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…
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…
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