Smarter Retirement Decisions
Discover annuity strategies designed around your retirement goals, income needs and risk comfort level.
The Annuity Finder uses intelligent matching technology to help identify annuity strategies that may align with your retirement goals, income needs, and risk comfort level.
Take our short quiz to receive your personalized Annuity Finder Retirement Security Report™ and review your results with an IFW Certified Retirement Income Expert.
No cost. No obligation. Just a smarter way to make more informed retirement income decisions.
Step 01
A few quick questions about your retirement.
Step 02
See annuity options built around your goals.
Step 03
Review your results with an IFW Certified Expert.
News & Insights
The Annuity Finder Editorial
The latest annuity news, expert insights and helpful information — published regularly by our editorial team to help you make smarter, more confident decisions.
The annuity may be similar — but the rules surrounding the transaction can vary depending on where you live. Here's what retirees should understand before buying or replacing an annuity.
An IRA provides tax advantages. An annuity provides insurance-contract features. When the two are combined, understanding which rules come from which layer becomes especially important.
There isn't one magic age. The better time to consider an annuity depends on where you are in retirement, what you need your money to accomplish and the type of annuity you're considering.
Annuities By State
Annuity rules, tax treatment, and available products can vary by state. Browse state-specific guides to learn what retirees in your area should know before considering an annuity.
View Annuities By State
Why The Annuity Finder
The Annuity Finder—powered by The Institute of Financial Wellness—gives you the clarity, confidence, and personalized guidance to make smarter retirement income decisions.
Accredited by the Better Business Bureau with an A+ rating.
Rated 4.7 out of 5 by the thousands of families we serve.
Decades of retirement income planning expertise from The Institute of Financial Wellness.
A certified network holding the highest credentials in financial services.
CFP, ChFC, CLU, CPA, RICP and CPWA designations across our expert bench.
Serving thousands of families with education-first guidance and transparency.
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Case Studies & Testimonials
"Quick, painless, and crystal clear. I finally know exactly what I'm getting and why it fits."
"I was skeptical about annuities, but The Annuity Finder made the choices easy to understand."
"The options used to feel overwhelming. This gave me clarity in literally minutes."
"No pressure, no upselling. Just useful information and a fast quiz that actually worked."
"I had no clue which annuity made sense. This tool made me feel genuinely confident."
"I was worried about market volatility. The Annuity Finder pointed me to a safe growth solution."
"After years of confusion, I finally found a resource that explains annuities in plain English."
"The comparison helped me see exactly what I was paying for and what I would get back."
Case Study 1
Guaranteed Retirement Income Strategy
"My biggest concern wasn't making more money. It was knowing I'd have dependable income for the rest of my life."
— Paul W.
Case Study 2
Market Volatility Protection Strategy
"We didn't want to sit in cash and we didn't want to keep taking the same level of market risk."
— Scott & Laura E.
Take the free Annuity Finder Quiz to explore annuity and retirement income options based on your goals, timeline, risk comfort level, and income needs.
Take the Free Quiz & Find Your Annuity
