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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 of the ATLAS Annuity Podcast, Marty Becker dives into a critical topic that often confuses many retirees: the Nationwide New Heights...
In this episode, Martybreaks down complex financial concepts into understandable terms. We explore how annuity companies set caps and participation rates using their options...
Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn...
