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Consumers
A Resource for Your Clients

Did You Know?

  • That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
  • That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
  • In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
  • In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
  • That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?
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Home   /   Consumers  /   Retirement Planning Resources

Bullet-titleConsumers

Tools to Assist in Your Retirement Investment Decisions

Retirement Planning Resources

To assist Americans in their retirement planning efforts, the National Retirement Planning Coalition (which IRI is a founding member) has assembled a selection of valuable online retirement planning resources. These resources include retirement data, practical retirement planning guidelines and other useful consumer information:

  1. Retirement Savings Tips
  2. Retirement Planning Calculator
  3. "Taking the Mystery Out of Retirement Planning"
  4. "Seven Life Defining Financial Decisions"
  5. "Making Your Money Last for a Lifetime: Why You Need to Know About Annuities"
  6. Choosing a Financial Planner
  7. Don't Run with Your Retirement Money
  8. Women at Risk: Timing, Financing & Coping with Retirement
  9. Long-Term Care Insurance: Protection for Your Future
  10. Planning for the Stages of Retirement


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