In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth conversion strategy.

You’ll learn:

• Why low tax rates make converting now more appealing

• How the SECURE Act created a tax trap for your heirs

• What a 20-year Roth conversion could mean for your legacy

• The real cost of doing nothing vs converting gradually

• How annuities can support your Roth strategy safely

If you’ve saved diligently in a traditional IRA, this episode is a must-listen — especially if you plan to leave money behind for your family.

Ready to explore your options? Visit atlasannuity.com to schedule a free call.

Tired of the emotional rollercoaster that comes with managing your own investments? In this episode, I break down a chart that shows exactly how most people react to market ups and downs—and why those reactions often lead to poor decisions.

Then I lay out a side-by-side comparison: What happens if you follow the old 4% withdrawal rule versus using a guaranteed income strategy instead? We look at real numbers over a 25-year period in different market conditions—from the crash in 2000 to the bull run of the late '90s.

If you’re trying to figure out how to protect your income without locking everything up or missing out on market growth, this episode is for you.

Want to spend more and worry less in retirement? This might be your first step.

Not all annuities are created equal—and there’s no such thing as “the best annuity” for everyone. In this episode, Marty Becker breaks down a real client story to show how different recommendations can miss the mark when they aren’t tied to your specific goals and timeline. You’ll learn the one question that must be answered before making any annuity decision, how to spot vague or biased advice, and why small differences in income today can add up to six figures over retirement. If you're comparing quotes or second-guessing a recommendation, this episode is for you.