I Love Annuities

How to Use Annuities To SLASH Retirement Taxes To ZERO


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Roth conversions with annuities could be the game-changing strategy for retirement planning you’ve never heard of. In this episode of the I Love Annuities Podcast, Jeremiah Konger and Zachary Van Es (The Annuity Dudes) reveal how to use an annuity bonus to help cover your Roth conversion taxes — turning a painful tax bill into an opportunity for tax-free growth, guaranteed income, and peace of mind in retirement.We’ll break down:✅ Why Roth conversions matter in today’s tax environment✅ How a premium bonus annuity can offset your Roth tax liability✅ The pros and cons of this strategy (including surrender charges & bonus vesting)✅ Using annuities for tax-free lifetime income or protected growth✅ Key considerations before you implement this strategy✅ Next steps if you’re considering annuities for your Roth conversionWhether you’re planning your retirement income, exploring tax-free retirement strategies, or just trying to understand how annuities work, this episode gives you the clarity and confidence you need to make better decisions.👉 Schedule Free Annuity Discovery Zoom Meeting: https://annuityassociation.chilipiper.com/concierge-router/link/annuity-association-1st-appointment-routing?utm_source=podcast👉 Request Free Annuity Rates Report: https://annuityassociation.com/podcast-annuity-report🕒 Timestamps0:00 – Intro: Why Roth conversions + annuities2:45 – How annuity bonuses offset Roth taxes8:15 – Benefits: tax-free growth & income14:30 – The cons & caveats you must know20:55 – Real-life Roth conversion example28:10 – Key considerations before using this strategy34:00 – Next steps: how to evaluate products & carriers40:00 – Wrap-up and final thoughts🔑 KeywordsRoth conversions, annuity bonus, annuities explained, retirement income planning, tax-free retirement, Roth IRA conversion, fixed index annuity, guaranteed income, retirement strategies 2025, Roth annuity

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I Love AnnuitiesBy Jeremiah Konger

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