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:
<ul>
<li>What makes an annuity qualified or non-qualified</li>
<li>How withdrawals are taxed (and how to avoid surprises)</li>
<li>The hidden tax benefits of non-qualified annuities</li>
<li>A simple strategy to defer taxes indefinitely</li>
</ul>
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.

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: What makes an annuity qualified or non-qualified How withdrawals are taxed (and how to avoid surprises) The hidden tax benefits of non-qualified annuities A simple strategy to defer taxes indefinitely 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.

Qualified Versus Non-Qualified Annuities

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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Qualified Versus Non-Qualified Annuities

Qualified Versus Non-Qualified Annuities

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