On this episode of “The Retirement Income Hour,” Mark Falter explores the potential changes in the tax code slated for 2026 and how retirees can prepare to mitigate their impact. He breaks down the implications of rising tax brackets and the removal of the standard deduction, explaining how these shifts may affect retirement savings. Mark also introduces listeners to tax-advantageous tools like indexed universal life (IUL) policies as alternatives to Roth IRAs, discussing their benefits such as tax-free growth, long-term care provisions and reduced legislative risk.
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