This episode of “The Retirement Income Hour” with Mark Falter dives into strategic approaches for creating consistent income in retirement and effective year-end tax planning. Mark explores structured notes as a tool for reliable income, breaking down how they work, their risks and their benefits. The discussion also covers the looming changes in tax laws, including the 2017 Tax Cuts and Jobs Act sunset, and actionable steps retirees can take to mitigate tax risks. Gain insights into managing six crucial risks in retirement and discover ways to help safeguard your financial future with balanced strategies.
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