Latest Episodes
67
Roth Conversion Annuity Update for 2025
Have you been considering a Roth conversion but aren’t sure how to handle the taxes or where to hold the funds? In this episode,...
58
The New Safe Withdrawal Rate for 2025
Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn...
57
How To Avoid The Aggregation Tax Rule
Did you know there’s a little-known tax rule that could impact your withdrawals if you own multiple annuities with the same company? In this...
56
Market Value Adjustments & Annuities
Market value adjustments (MVAs) are a common feature in certain annuities, but do you know what they really mean for your retirement? In this...
55
Does an Income Annuity Just Give Your Money Back?
In this episode, we tackle a common concern about income annuities: “Isn’t the annuity company just giving me my money back?” Marty Becker, founder...
54
The Hedgehog Retirement Strategy
Are you tired of overcomplicated retirement plans that seem to go nowhere? In this episode, we explore the timeless fable of the Fox and...