Can your clients turn their 401(k) into a pension-like asset? In this episode, Mike and Tim unpack the concept of ‘pensionizing’ using an annuity, explore QLAC strategies and share how advisors can help clients create guaranteed lifetime income while managing longevity and tax risks in retirement.

Explore how the One Big Beautiful Bill Act reshapes estate and tax planning. Learn what's new, such as clarity on estate tax exemptions, and what remained in place, including retirement contribution limits and RMD rules. Mike McGlothlin and Tim Ash share insights on wealth planning, income tax implications for inherited accounts and techniques like annuity arbitrage that could improve outcomes.

Introducing the From Accumulation to Activation podcast! Subscribe now to get notified when the first episode is available for listening — coming September 30!

What really happens to your clients’ qualified money? In this kickoff episode of From Accumulation to Activation, Mike McGlothlin and Tim Ash reveal the four possible outcomes for retirement assets—and why taxes, longevity, and guaranteed income strategies matter more than ever. Learn how to move clients from employment to enjoyment with confidence.