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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 episode 85 of the Atlas Annuity Podcast, Marty Becker breaks down one of the most anticipated financial moves of the year—the Federal Reserve’s...
In this episode of the ATLAS Annuity Podcast, Marty Becker dives into a critical topic that often confuses many retirees: the Nationwide New Heights...
Join Marty Becker on the Atlas Annuity Podcast as we delve into one of the most crucial decisions you'll face in your retirement journey:...
