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In this episode, you’ll get a straightforward breakdown of whether annuities are investments or insurance, with practical examples to clarify how they work. Marty dives into the different types of annuities, showing which protect your principal and which can grow your wealth. You’ll also see how annuities compare to traditional investments in terms of returns and risks, helping you decide if they’re a fit for your retirement plan. It’s a quick way to understand the benefits and limitations of annuities without the confusion.
00:40 Annuities must be compared to alternative investments to assess income strategy. 02:05 No other investment guarantees lifetime income like annuities. 03:35 To match...
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,...
In episode 89 of the Atlas Annuity Podcast, Marty Becker takes a deep dive into one of the biggest overlooked risks in retirement—financial fragility...
