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 95 of the Atlas Annuity Podcast, Marty Becker reviews the Axonic Trailhead fixed indexed annuity—a product that's making waves in the industry....
You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by...
Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA...