
Sign up to save your podcasts
Or


In this episode, Marty Becker explores a powerful but often overlooked benefit of annuities—asset protection. After a conversation with an estate planning attorney from Florida, Marty breaks down how annuities can shield your non-qualified (after-tax) assets from legal threats, and why protection levels vary dramatically by state.
You'll discover which states offer unlimited protection (like Florida and Texas), which provide limited or conditional coverage, and how to strategically use annuities as a legal shield for your retirement savings. If you have substantial assets outside of your IRA or 401(k), this episode reveals an important protection strategy that many retirees overlook.
Key Topics Covered:
Whether you're a business owner, professional, or simply want to protect what you've worked hard to build, this episode provides crucial insights into using annuities as financial armor.
By Marty Becker4.3
33 ratings
In this episode, Marty Becker explores a powerful but often overlooked benefit of annuities—asset protection. After a conversation with an estate planning attorney from Florida, Marty breaks down how annuities can shield your non-qualified (after-tax) assets from legal threats, and why protection levels vary dramatically by state.
You'll discover which states offer unlimited protection (like Florida and Texas), which provide limited or conditional coverage, and how to strategically use annuities as a legal shield for your retirement savings. If you have substantial assets outside of your IRA or 401(k), this episode reveals an important protection strategy that many retirees overlook.
Key Topics Covered:
Whether you're a business owner, professional, or simply want to protect what you've worked hard to build, this episode provides crucial insights into using annuities as financial armor.

443 Listeners

807 Listeners

1,318 Listeners

534 Listeners

5,445 Listeners

743 Listeners

552 Listeners

673 Listeners

923 Listeners

812 Listeners

55 Listeners

567 Listeners

14 Listeners

947 Listeners

183 Listeners