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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.
In this episode, Marty Becker breaks down the different annuity income payout options to help you make informed decisions about your retirement. He explains...
Today, we're going to look at how to use annuities as life insurance. Many people approach retirement or estate planning with some misconceptions about...
In this episode, Marty Becker dives into the power of income annuities and how they can significantly enhance your retirement portfolio. Learn why leading...
