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/
In episode 102 of the Atlas Annuity Podcast, Marty Becker breaks down the key differences between Multi-Year Guaranteed Annuities (MYGAs) and bank CDs. While...
If you're facing a choice between taking a lifetime pension or a lump sum buyout, this episode is for you. Marty Becker shares a...
In this episode, Marty Becker breaks down the 4 percent rule—a common rule of thumb for retirement withdrawals—and explains why it might not be...
