Market Value Adjustments & Annuities

Episode 56 December 27, 2024 00:08:49
Market Value Adjustments & Annuities
The Atlas Annuity Podcast
Market Value Adjustments & Annuities

Dec 27 2024 | 00:08:49

/

Hosted By

Marty Becker

Show Notes

Market value adjustments (MVAs) are a common feature in certain annuities, but do you know what they really mean for your retirement? In this episode, Marty Becker breaks down the ins and outs of MVAs—how they work, when they apply, and why they might actually help you secure higher interest rates.

Learn how changes in interest rates can lead to either positive or negative adjustments and what safeguards are in place to protect your investment. Marty also shares practical examples to help you understand how this feature could impact your annuity’s value.

If you’ve ever been curious about the details behind annuity contracts or want to ensure your retirement strategy is rock-solid, this episode is for you.

Tune in to discover how to make informed decisions about your annuity options and take control of your financial future.

Other Episodes

Episode 1

November 09, 2023 00:14:00
Episode Cover

What Happened To Defined Benefit Pensions?

Welcome to the premiere episode of The Atlas Annuity Podcast – your front-row seat to mastering the financial fundamentals of a rock-solid retirement. ️...

Listen

Episode 53

December 06, 2024 00:18:46
Episode Cover

Using Annuities for ROTH Conversions

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....

Listen

Episode 13

February 10, 2024 00:10:20
Episode Cover

What Annuities Do I Have?

  00:00 When considering annuities, it's essential to focus on which annuity is right for your specific financial situation rather than asking what annuities are...

Listen