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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, Marty Becker, owner of Atlas Financial Strategies, reveals how retirees can confidently spend more of their hard-earned money by utilizing guaranteed...
In episode 90 of the Atlas Annuity Podcast, Marty Becker explains why “convenience” can quietly cost you thousands in retirement income. When big investment...
By gaining a deeper understanding of different annuity options and recognizing the pitfalls of overly optimistic financial projections, retirees can make decisions that protect...
