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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/
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...
In this episode of the Atlas Annuity Podcast, host Marty Becker dives deep into the intricacies of the Allianz 222 annuity. Marty explains why...
Have you been considering a Roth conversion but aren’t sure how to handle the taxes or where to hold the funds? In this episode,...
