Past Episodes
Mastering RMDs: Strategies to Minimize Taxes and Maximize Income
Gain clarity on the complexities of Required Minimum Distributions (RMDs) in this essential episode of “The Retirement Income Hour” with Mark Falter. Mark breaks down the updated rules, including the latest age thresholds, penalties for missed distributions and how RMDs impact your taxes. Discover practical strategies to minimize the tax burden while optimizing your retirement income and learn why proper allocation is critical when managing your distributions. Plus, hear about exclusive workshops and resources designed to help you stay ahead of RMD requirements and make informed financial decisions.
Listen to this episode here: Past Episodes
Revamping Life Insurance for Modern Retirement Needs
Check out this episode to explore the evolving role of life insurance in retirement planning. Learn why upgrading policies can be beneficial, how Indexed Universal Life (IUL) insurance works and what myths might be holding you back from financial security. Using real-life examples and clear explanations, Mark Falter hosts a discussion highlighting the flexibility and modern benefits of life insurance, such as tax-free savings, long-term care coverage and legislative risk avoidance.
Listen to this episode here: Past Episodes
The Power of Balance in Retirement Planning
Host Mark Falter emphasizes the importance of balance in retirement planning to help ensure financial stability and confidence in your future. This episode explores the three key allocation areas—conservative, moderate and aggressive—and offers actionable insights into matching your portfolio to your retirement goals. Through engaging analogies and real-life examples, Mark illustrates the pitfalls of poor allocation and highlights strategies for creating a sustainable income. Learn how to make your retirement work effectively for you, no matter the market conditions.
Listen to this episode here: Past Episodes
No-Compromise Strategies for Tax-Efficient Retirements
Mark Falter explores innovative strategies for a secure and tax-efficient retirement in this episode of “The Retirement Income Hour.” Discover how Indexed Universal Life (IUL) insurance can help grow your retirement income without exposure to market risk, safeguard your wealth from taxes and volatility and address long-term care expenses. Mark also highlights the implications of rising national debt on future tax rates and shares a compelling example of how smart tax planning can save retirees and their beneficiaries significant sums.
Listen to this episode here: Past Episodes