Prepare for potentially significant tax changes coming in 2026 in this timely episode of “The Retirement Income Hour” with Mark Falter. Mark breaks down the impact of these changes on retirees and shares actionable strategies to reduce taxes and transition assets into tax-free accounts. Discover why Indexed Universal Life (IUL) policies may be a smarter option than Roth IRAs, offering additional benefits like long-term care coverage and improved freedom from legislative risk. Packed with insights about restructuring your portfolio for tax efficiency and long-term stability, this episode is a must-listen for anyone nearing or in retirement.
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