Annuity in a Trust: The Mistake That Could Cost You Everything

Episode 109 July 15, 2026 00:11:22
Annuity in a Trust: The Mistake That Could Cost You Everything
The Atlas Annuity Podcast
Annuity in a Trust: The Mistake That Could Cost You Everything

Jul 15 2026 | 00:11:22

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Hosted By

Marty Becker

Show Notes

Most people think putting their annuity in a trust is a smart move. Their attorney told them to do it. So they did it.

But that one simple paperwork change could trigger a massive tax bill — and most attorneys don't even realize it.

In this episode, Marty Becker breaks down the trust mistake that blindsides retirees every day. You'll learn the critical difference between a revocable and irrevocable trust, why it matters for your annuity, and how one wrong signature could make $150,000 in deferred gains immediately taxable.

What you'll learn:

If you have an annuity and an estate plan — this episode is a must listen.

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