Navigating Tax and Market Risk in a Changing Landscape

On this episode of “The Retirement Income Hour,” Mark Falter discusses essential strategies for managing retirement amidst evolving tax codes and market shifts. From the upcoming 2026 sunset of the 2017 Tax Cuts and Jobs Act to the impact of market risks and tariffs, Mark provides actionable guidance to help retirees safeguard their portfolios. Learn about six key risks to retirement and how innovative tools like IULs can mitigate these challenges. This episode aims to equip listeners with strategies to transition to a secure, income-focused retirement.

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