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Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your retirement. In this episode, I break it all down in simple terms, including:
If you have money in a 401(k), IRA, or annuity, you need to know how these tax rules work. Listen now to make sure you’re not leaving money on the table.
Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA...
Today, we're taking a deep dive into the Atlas Annuity Strategy, a cornerstone of our approach to retirement planning. In this episode, I’ll share...
Shedding old ideas and paradigms is crucial for personal growth and success, akin to a snake shedding its skin to accommodate growth. Education is...
