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, we explore the growing trend of Roth conversion annuities and how they can help you reduce your tax burden, lower Required Minimum Distributions (RMDs), and pass tax-free money to your beneficiaries.
You’ll learn:
<ul>
<li>How Roth conversion annuities work step-by-step.</li>
<li>The latest updates for 2025, including expanded options from annuity providers.</li>
<li>Key rules, potential penalties, and tips to maximize your conversion strategy.</li>
</ul>
Whether you’re planning for retirement or looking to optimize your financial future, this episode is packed with actionable insights to help you make informed decisions.
 Tune in now and discover if a Roth conversion annuity is right for you!

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, we explore the growing trend of Roth conversion annuities and how they can help you reduce your tax burden, lower Required Minimum Distributions (RMDs), and pass tax-free money to your beneficiaries. You’ll learn: How Roth conversion annuities work step-by-step. The latest updates for 2025, including expanded options from annuity providers. Key rules, potential penalties, and tips to maximize your conversion strategy. Whether you’re planning for retirement or looking to optimize your financial future, this episode is packed with actionable insights to help you make informed decisions. Tune in now and discover if a Roth conversion annuity is right for you!

Roth Conversion Annuity Update for 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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Roth Conversion Annuity Update for 2025

Roth Conversion Annuity Update for 2025

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