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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 Nationwide Annuity Rider Designed for Growth Potential

Indexed annuity designer Annexus has done it again, this time partnering up with Nationwide to develop a new lifetime withdrawal …

Jackson National to Offer More Fee-Based Annuities

The largest annuity seller, Jackson National, has teamed up with DPL Financial Partners, an insurance network for RIAs, to distribute …

The State of Fixed Annuities

According to a recent Forbes article, most major asset classes had negative returns in 2018, and the world’s largest asset …

Is an Indexed Annuity Right For You?

Given recent market volatility, it’s no surprise that many investors have lost their appetite for risk, even for those still …

Protect Qualified Retirement Savings With Annuity Add-On

A new annuity product from Lincoln Financial Group was recently announced in an effort to help savers maximize their retirement …

When An Annuity Makes Sense

For those approaching retirement, there are few things more unsettling than a volatile stock market. With the recent wild market …

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…

TESTIMONIALS
2017-12-19
     
Very professional and knowledgeable.
2017-08-04
     
Very helpful. Went over and beyond to explain information.
2017-08-05
     
I called AnnuityFYI and talked to Derek ******* I was not certain on how to handle an annuity coming out of surrender and needed additional information....
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