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In this episode, we dive into a video made by Dave Ramsey where he talks about retirement withdrawal rates. We point out the problems with his advice, especially the difference between average returns and actual returns. We also explain why understanding the order of your returns (called the sequence of returns) is super important when you retire. Plus, we discuss safer ways to plan your retirement income, like using income annuities.
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,...
Inflation has been hitting hard, and it’s left many retirees wondering: Should you choose an annuity with inflation protection, or go for the higher...
In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings....
