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 …
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
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 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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