• Using Annuities for ROTH Conversions

  • Dec 6 2024
  • Length: 19 mins
  • Podcast

Using Annuities for ROTH Conversions

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  • Summary

  • 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!
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