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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.
Welcome to episode 4 of the Atlas Annuity Podcast with your host, Marty Becker, owner of Atlas Financial Strategies in St. Louis, Missouri. This...
Are you tired of overcomplicated retirement plans that seem to go nowhere? In this episode, we explore the timeless fable of the Fox and...
Are you prepared for the rising cost of long-term care? In this episode, Marty Becker breaks down the latest updates in long-term care insurance...
