Study: Consumers Confused on Annuity Income Options
A new study, conducted by Jackson National Life Insurance Company and the Insured Retirement Institute (IRI), has found that while …
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 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
Retirement Planning: Thinking Outside the Box
Do you find yourself buying the same make of car as your dad always did? Do you prefer a certain …
Working With RMDs
Many of us spend the majority of our working lives stashing money aside in a variety of retirement funds, just …
Fee-Based vs. Commissionable Annuities
With the new DOL fiduciary rule in place, more and more insurance firms are launching fee-based annuities to help distributors …
Taxes and Your Inherited Annuity
One of the perks of purchasing an annuity is the ability to pass it down to heirs when the time …
Security Benefit Expands Variable Annuity Offerings
One of the leaders in the U.S. retirement savings market, Security Benefit, has just announced the expansion of the underlying …
ARTICLES & GUIDES
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…
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
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TESTIMONIAL
““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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