Skip to main content

Listen to Episodes of Talking Money®

Talking Money®, the live, call-in radio program airs every Saturday morning from 10:00 to 11:00 on WGTK 94.5 The Answer in Upstate South Carolina. Listen live or check out the podcast. Get the answers you need without the sales pitch.

Listen on iTunes Listen on iTunes Listen on Stitcher Listen on Stitcher

Episodes by Topic: 1035 exchange

Annuities: the 1035 tax free exchange

Air Date: May 9th, 2020

Part 2 of Annuities 101: Mike answers a listener’s question about contributing to an employer’s 401K plan. He then discusses the annuity 1035 tax free exchange.

Listen to the Episode

How Annuities Work

Air Date: May 9th, 2020

Part 1 of Annuities 101: Mike explains how annuities work and some strategies for transferring those assets to an IRA, including using a 1035 tax-free exchange.

Listen to the Episode

Annuities 101

Air Date: May 9th, 2020

Mike answers listener questions about annuities, transferring an annuity to an IRA, advantages of the 1035 tax-free exchanges, and how you can know your marginal tax bracket (and why it’s important).

Listen to the Episode
See the full list of Episodes

Sponsored By:

Ronald Blue Trust
Ask Mike A Question