Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned.
Today's topic is a continuation of the last several weeks where we've been going through these retirement planning mistakes, with a special focus on one that is particularly interesting: the belief that you have liquidity in your retirement portfolio when you really don't.
See the full newsletter here: https://atlasfinancialinc.com/discretionary-liquidity-in-retirement/
In this episode, Marty Becker, founder of Atlas Financial Strategies, dives into the details of the Ibexis Fixed Indexed Annuity. Whether you've been offered...
You may think your retirement plan is solid—but have you ever tested it? In my latest post, I talk about stress testing your retirement...
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...