Don’t Let Taxes Retire You

How much of your retirement will you actually get to keep? Mark Falter explores how taxes can take a larger share of retirement income and inherited wealth than many families expect. Learn how pre-tax accounts, required minimum distributions and inherited IRA rules can create heavier tax burdens for both retirees and their children. Mark walks through strategies like Roth conversions and Indexed Universal Life as part of a broader effort to reduce tax exposure and create more flexibility over time. When tax planning and investment planning are disconnected, you are usually the one who pays for it. If you do not want the IRS to become the biggest beneficiary of your life’s work, this is the kind of planning worth tackling before the window gets smaller.