Hosted By
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/
Podcast Episode 78: Dismantling Another Clark Howard Annuities Rant Clark Howard is back with another anti-annuity rant—and once again, he gets most of it...
Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your...
In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth...
