Variable Annuity Fees Exposed (The 4% Drain) | Ep 5
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Variable Annuity Fees Exposed (The 4% Drain) | Ep 5
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Putting a tax-deferred annuity inside a tax-advantaged IRA is one of the most expensive mathematical mistakes a retiree can make. In this episode, we expose the "IRS Duplication Trap," break down the devastating impact of variable annuity M&E fees, and reveal why this structure destroys the step-up in basis for your heirs.Timestamps (Chapters):00:00 - The Double Taxation Trap (Annuities in IRAs)02:15 - Variable Annuities vs. Fixed Index Annuities04:30 - The Hidden M&E Fee (Mortality & Expense)06:45 - The Truth About Income Riders (GLWB Fees)09:10 - How Variable Annuities Drain 4% Annually12:20 - The Legacy Trap: Losing the Step-Up in Basis15:00 - The 10% IRS Early Withdrawal Penalty17:45 - Math-Driven Alternatives to Variable Annuities🎧 If today's episode helped clarify your financial journey, the best way to support the show is to share it with a friend or leave a review. For daily data-driven strategies, follow us on social media and visit moyocaeducation.com. Remember: Stop hoping for the best, and start engineering your wealth.