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In this episode of the ATLAS Annuity Podcast, Marty Becker unravels the complexities of annuity taxation. Learn about the different types of money—non-qualified, qualified, and Roth—and their unique tax implications when invested in annuities. Discover strategies like 1035 exchanges and Roth conversions to optimize your tax planning. Whether you're funding annuities with after-tax dollars or retirement accounts, this episode provides essential insights to help you make informed decisions for a secure financial future.
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...
In this episode, we tackle a common concern about income annuities: “Isn’t the annuity company just giving me my money back?” Marty Becker, founder...
Why are there so many types of annuities—and what really makes them different? In this episode, Marty breaks down how annuity features and benefits...
