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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

Jackson National Jumps On Fee-Based Annuity Wagon

Jackson National Life Insurance Company has just announced the launch of their new fee-based variable annuity, Perspective Advisory II (PAII), …

Reduce Your RMD with a Qualified Longevity Annuity Contract

You’ve worked hard your entire life to stash away your hard-earned money into 401(k)s and IRAs, and you’re finally ready …

Allianz Reports Boom in Buffered Annuity Sales

Further evidence of the recent boom in buffered variable annuity sales has surfaced in the form of third quarter numbers …

New Push for Annuities in 401(k) Plans

Recently, the Trump administration took steps to encourage plan sponsors to offer annuities in 401(k)s, according to a recent InvestmentNews …

Hybrid Annuities Continue to Gain Momentum

The hybrid annuity market has been on fire recently, and experts agree that it’s only going to get hotter. Eric …

GLWB Riders and Retirement Income

A new study has found that more owners of variable annuities with a guaranteed lifetime withdrawal benefit (GLWB) rider are …

ARTICLES & GUIDES

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…

Simple Advice to Recession Proof Your Retirement

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
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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