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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.
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...
Record highs are hiding a massive retirement risk—and most people headed into retirement have no idea. In this episode, Marty Becker breaks down what...
Market value adjustments (MVAs) are a common feature in certain annuities, but do you know what they really mean for your retirement? In this...
