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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.
You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by...
In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings....
Join Marty Becker in the third episode of the Atlas Annuity Podcast as he demystifies the process of how money grows within annuities. In...
