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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.
In this episode, Martybreaks down complex financial concepts into understandable terms. We explore how annuity companies set caps and participation rates using their options...
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....
Marty Becker transitioned from firefighting to finance after losing his pension in 2007. Annuities, particularly income annuities, offer guaranteed lifetime income, but they're often...
