Fidelity Annuities Vs. Atlas Annuity Strategy

Episode 27 May 17, 2024 00:15:45
Fidelity Annuities Vs. Atlas Annuity Strategy
The Atlas Annuity Podcast
Fidelity Annuities Vs. Atlas Annuity Strategy

May 17 2024 | 00:15:45

/

Hosted By

Marty Becker

Show Notes

00:29 Big brokerage houses like Wells Fargo and Fidelity offer limited options for annuities, mainly variable annuities. 01:52 Fidelity is a top seller of annuities, but having access to only a few companies limits options for clients. 03:24 Fidelity offers limited annuity options, while the market has around 200 different companies with various products. 05:29 Immediate annuities like SPIA and deferred income annuities (DIA) have limitations in terms of start date flexibility. 07:29 Using strategy can enhance annuity benefits, such as getting higher income by splitting funds between different annuities. 10:26 ️ Small differences in annuity strategies can lead to significant variations in long-term income outcomes. 13:58 Funding an annuity versus using a strategy can result in notable differences in the amount of guaranteed income.

Other Episodes

Episode 35

July 19, 2024 00:15:48
Episode Cover

Guaranteed Income Annuity Case Study

In this episode, we talk about a couple who were worried about running out of money in retirement. We show how using annuities helped...

Listen

Episode 46

October 18, 2024 00:21:41
Episode Cover

Spend More in Retirement with Guaranteed Income Annuities

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...

Listen

Episode 37

August 13, 2024 00:27:53
Episode Cover

Debunking Dave Ramsey Annuity & Withdrawal Rate Advice

In this episode, we dive into a video made by Dave Ramsey where he talks about retirement withdrawal rates. We point out the problems...

Listen