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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.
00:24 The two key mistakes in retirement planning are misunderstanding withdrawal rates and underestimating longevity. 01:58 The traditional 4% withdrawal rule may not ensure...
Not all annuities are created equal—and there’s no such thing as “the best annuity” for everyone. In this episode, Marty Becker breaks down a...
Introduction to fiduciary advisors and the importance of understanding fiduciary status. Explanation of the five-part test for fiduciary advisors and its criteria. Discussion of...
