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/
Why are there so many types of annuities—and what really makes them different? In this episode, Marty breaks down how annuity features and benefits...
00:13 Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly. 02:16 Average returns don't determine retirement success; actual returns...
In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth...