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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.
Bonds Uncovered: Discover the diverse world of bonds - from municipal to corporate to treasury bonds. We break down what bonds are and how...
In this episode, Marty Becker talks about long term care riders in annuities. He explains what a long term care rider is and how...
Welcome to the premiere episode of The Atlas Annuity Podcast – your front-row seat to mastering the financial fundamentals of a rock-solid retirement. ️...
