In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Nationwide Monument Advisor, a unique variable annuity designed to optimize tax planning strategies for retirement. While variable annuities often have a negative reputation due to high fees and restrictions, this product offers a refreshing alternative with minimal costs and significant tax deferral benefits. Learn why Radon and Murs believe this tool can be a game-changer for individuals with non-qualified assets, such as brokerage accounts, who are looking to improve their tax strategies while planning for retirement.

Listen in to learn about how the Nationwide Monument Advisor provides tax-efficient investment opportunities for individuals with non-IRA, non-401(k) assets. Radon and Murs break down the product’s mechanics, compare it to traditional variable annuities, and explain how it fits into a well-rounded retirement planning strategy. Whether you’re looking to manage brokerage account taxes, avoid capital gains, or simplify your tax return, this episode sheds light on how this tool can help secure your retirement.

In this episode, find out:

·      What makes the Nationwide Monument Advisor different from traditional variable annuities.

·      How tax deferral works and why it’s advantageous for non-qualified assets.

·      The importance of low costs in variable annuities and how this product excels.

·      The flexibility of liquidity options and absence of surrender charges.

·      How to leverage this product for retirement income planning and investment management.

Tweetable Quotes:

·      “The Nationwide Monument Advisor flips the script on variable annuities by offering a low-cost, tax-efficient way to manage non-IRA investments.” – Radon Stancil

·      “With tax deferral and no surrender charges, this product removes the barriers that hold many back from optimizing their brokerage accounts.” – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast