Latest Episodes
57
How To Avoid The Aggregation Tax Rule
Did you know there’s a little-known tax rule that could impact your withdrawals if you own multiple annuities with the same company? In this...
56
Market Value Adjustments & Annuities
Market value adjustments (MVAs) are a common feature in certain annuities, but do you know what they really mean for your retirement? In this...
55
Does an Income Annuity Just Give Your Money Back?
In this episode, we tackle a common concern about income annuities: “Isn’t the annuity company just giving me my money back?” Marty Becker, founder...
54
The Hedgehog Retirement Strategy
Are you tired of overcomplicated retirement plans that seem to go nowhere? In this episode, we explore the timeless fable of the Fox and...
53
Using Annuities for ROTH Conversions
In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings....
52
CDs Maturing Soon? How to Avoid Reinvestment Risk and Find Higher Rates
With $2.5 trillion in CDs set to mature over the next year, many savers are facing tough decisions. Should you renew at lower rates?...