In this episode, we dive deep into one of the most important decisions for annuity holders: choosing the right withdrawal strategy. Marty Becker breaks down the pros and cons of two popular options in multi-year guaranteed annuities (MIGAs)—taking a 10% annual withdrawal or allowing your interest to accumulate for a larger payout later.
You'll learn:
If you're wondering which approach best suits your needs, this episode will help you make an informed decision to maximize your annuity’s potential. Tune in to gain practical tips and insights that could impact your financial future.
Not all financial advisors are created equal—and in this episode, I explain why. From big-name firms to flashy sales pitches, I walk you through...
Are you prepared for the rising cost of long-term care? In this episode, Marty Becker breaks down the latest updates in long-term care insurance...
Did you know that your will doesn’t control who gets your retirement accounts? That job belongs to your beneficiary forms—and if those aren’t right,...