• Using Annuities for ROTH Conversions

  • 2024/12/06
  • 再生時間： 19 分
  • ポッドキャスト

Using Annuities for ROTH Conversions

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings. Discover how we used a combination of annuities and Roth conversions to:

    • Cover income gaps with guaranteed payments.
    • Reduce future tax burdens and protect Medicare premiums.
    • Free up extra cash for vacations, big purchases, or emergencies.

    Whether you’re navigating retirement with $500,000 or $5 million, the math behind this strategy works. Listen in to see how this approach could improve your financial security and flexibility, even in the toughest market conditions.

    Tune in now and learn how annuities and Roth conversions can work for you!
    続きを読む 一部表示

あらすじ・解説

In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings. Discover how we used a combination of annuities and Roth conversions to:

  • Cover income gaps with guaranteed payments.
  • Reduce future tax burdens and protect Medicare premiums.
  • Free up extra cash for vacations, big purchases, or emergencies.

Whether you’re navigating retirement with $500,000 or $5 million, the math behind this strategy works. Listen in to see how this approach could improve your financial security and flexibility, even in the toughest market conditions.

Tune in now and learn how annuities and Roth conversions can work for you!
続きを読む 一部表示

Using Annuities for ROTH Conversionsに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。