Analyzing Discretionary Liquidity in Retirement

Episode 21 April 12, 2024 00:15:39
Analyzing Discretionary Liquidity in Retirement
The Atlas Annuity Podcast
Analyzing Discretionary Liquidity in Retirement

Apr 12 2024 | 00:15:39

/

Hosted By

Marty Becker

Show Notes

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/

Other Episodes

Episode 33

June 28, 2024 00:09:49
Episode Cover

Comparing Risk vs. Safety With Fixed Index Annuity Returns

In this episode, Marty Becker dives into the crucial topic of balancing risk and safety with fixed index annuity returns. Discover how fixed index...

Listen

Episode 35

July 19, 2024 00:15:48
Episode Cover

Guaranteed Income Annuity Case Study

In this episode, we talk about a couple who were worried about running out of money in retirement. We show how using annuities helped...

Listen

Episode 31

June 13, 2024 00:13:55
Episode Cover

How Annuities Are Taxed

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,...

Listen