In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth conversion strategy.
You’ll learn:
<ul>
<li>
Why low tax rates make converting now more appealing
</li>
<li>
How the SECURE Act created a tax trap for your heirs
</li>
<li>
What a 20-year Roth conversion could mean for your legacy
</li>
<li>
The real cost of doing nothing vs converting gradually
</li>
<li>
How annuities can support your Roth strategy safely
</li>
</ul>
If you’ve saved diligently in a traditional IRA, this episode is a must-listen — especially if you plan to leave money behind for your family.
Ready to explore your options? Visit <a href="https://atlasannuity.com">atlasannuity.com</a> to schedule a free call.

In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth conversion strategy. You’ll learn: Why low tax rates make converting now more appealing How the SECURE Act created a tax trap for your heirs What a 20-year Roth conversion could mean for your legacy The real cost of doing nothing vs converting gradually How annuities can support your Roth strategy safely If you’ve saved diligently in a traditional IRA, this episode is a must-listen — especially if you plan to leave money behind for your family. Ready to explore your options? Visit atlasannuity.com to schedule a free call.

In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth conversion strategy.
You’ll learn:
<ul>
<li>
Why low tax rates make converting now more appealing
</li>
<li>
How the SECURE Act created a tax trap for your heirs
</li>
<li>
What a 20-year Roth conversion could mean for your legacy
</li>
<li>
The real cost of doing nothing vs converting gradually
</li>
<li>
How annuities can support your Roth strategy safely
</li>
</ul>
If you’ve saved diligently in a traditional IRA, this episode is a must-listen — especially if you plan to leave money behind for your family.
Ready to explore your options? Visit <a href="https://atlasannuity.com" rel="noopener noreferrer">atlasannuity.com</a> to schedule a free call.

Are Roth Conversions Worth It In 2025?

Welcome Atlas Annuity Podcast, where your host, Marty Becker, turns the heat up on retirement planning! 

As a career firefighter, Marty's journey from battling blazes to safeguarding nest eggs offers a different look at protecting retirement assets than you've seen from any other advisor. His pension got smoked, but he found a flame-resistant strategy: annuities.

Each episode, Marty dives into riveting case studies, peels back the complex layers of annuities, and has candid chats about the power of annuities to shield your retirement from the unpredictability of the stock market.

Whether you're approaching retirement, or have been retired for years, Marty’s mission is clear - to give you the tools and tactics to fortify your retirement. No jargon, no fluff, just unbiased insight and solid strategies from a guy who's been in the hot seat and came out cooler than ever. 

Subscribe to the Atlas Annuity Podcast for a regular dose of insights that could change the way you think about protecting and growing your assets in retirement. Ready for more? Light the way to a secure future at www.atlasannuity.com and book your appointment with Marty Becker today. 

Don't just retire, retire with confidence.

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Welcome Atlas Annuity Podcast, where your host, Marty Becker, turns the heat up on retirement planning! As a career firefighter, Marty's journey from battling blazes to safeguarding nest eggs offers a different look at protecting retirement assets than you've seen from any other advisor. His pension got smoked, but he found a flame-resistant strategy: annuities. Each episode, Marty dives into riveting case studies, peels back the complex layers of annuities, and has candid chats about the power of annuities to shield your retirement from the unpredictability of the stock market. Whether you're approaching retirement, or have been retired for years, Marty’s mission is clear - to give you the tools and tactics to fortify your retirement. No jargon, no fluff, just unbiased insight and solid strategies from a guy who's been in the hot seat and came out cooler than ever. Subscribe to the Atlas Annuity Podcast for a regular dose of insights that could change the way you think about protecting and growing your assets in retirement. Ready for more? Light the way to a secure future at www.atlasannuity.com and book your appointment with Marty Becker today. Don't just retire, retire with confidence.

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Are Roth Conversions Worth It In 2025?

Are Roth Conversions Worth It In 2025?

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