On this episode of “The Retirement Income Hour,” Mark Falter offers crucial insights into tax strategies for retirees. He addresses key approaches like Roth conversions, indexed universal life policies, qualified charitable distributions (QCDs), donor-advised funds and tax-loss harvesting to help optimize your retirement income. Additionally, he explores the upcoming tax changes anticipated in 2026 and how early planning can mitigate their impact. Special guest Terry Megli from City Union Mission joins the discussion to share charitable contribution strategies that benefit both donors and their communities. Learn how to effectively reduce tax burdens while supporting causes you care about.
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