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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 of the ATLAS Annuity Podcast, Marty Becker unravels the complexities of annuity taxation. Learn about the different types of money—non-qualified, qualified,...
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...
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...
