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If you're deciding between a Deferred Income Annuity (DIA) and a Fixed Indexed Annuity (FIA) with an income rider, this episode will give you the facts you need to make a smart choice.
I walk through:
The key differences in how each annuity works
What you give up in a no-fee option—and what you gain with a fee
How the death benefits compare
Real-world income examples that show just how big the gap can be
We also talk about liquidity, long-term care benefits, and how to decide which one fits your goals.
If you’re building your retirement income plan, this side-by-side breakdown will help you see what’s really on the table.
In episode 85 of the Atlas Annuity Podcast, Marty Becker breaks down one of the most anticipated financial moves of the year—the Federal Reserve’s...
In this episode, Marty Becker, owner of Atlas Financial Strategies, reveals how retirees can confidently spend more of their hard-earned money by utilizing guaranteed...
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...
