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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, Martybreaks down complex financial concepts into understandable terms. We explore how annuity companies set caps and participation rates using their options...
Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned. Today's topic is a continuation of the last...
Why are there so many types of annuities—and what really makes them different? In this episode, Marty breaks down how annuity features and benefits...
