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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.
Today, we're going to look at how to use annuities as life insurance. Many people approach retirement or estate planning with some misconceptions about...
Most retirees assume TIPS and MYGAs are basically the same thing. Both are conservative. Both preserve your principal. Both appeal to people who want...
Did you know that your will doesn’t control who gets your retirement accounts? That job belongs to your beneficiary forms—and if those aren’t right,...
