Don’t Let Taxes Retire You
How much of your retirement will you actually get to keep? Mark Falter explores how taxes can take a larger share of retirement income and inherited wealth than many families
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Indexed Universal Life
The Swiss Army Knife of Retirement Tax Planning
What if one financial tool could sit at the intersection of tax planning, legacy planning and long-term care strategy? In this episode, Mark Falter is joined by Becky Swansburg for
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Long-Term Care: Comparing Your Best Options
Can you really afford to go without long-term care in retirement? In this episode, Mark Falter compares several strategies and explains what each one may offer. He breaks down traditional
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5 Ways Taxes Could Wreck Your Retirement
Could unexpected taxes unravel your long-term financial strategy? Host Mark Falter explores five ways taxes can negatively impact your retirement and how to avoid these common pitfalls. From understanding hidden
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The Tax-Efficient Roadmap: Navigating Section 7702
Is an invisible tax burden threatening your retirement nest egg? Mark Falter and special guest Becky Ruby Swansburg to discuss why taxes are often an overlooked risk for retirees. As
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Indexed Universal Life Insurance: The Swiss Army Knife of Financial Planning
What if one financial product could address multiple retirement needs? Host Mark Falter explores the versatility of Indexed Universal Life (IUL) insurance, often called the “Swiss army knife” of financial
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Indexed Universal Life: The Swiss Army Knife of Retirement Planning
Like a Swiss Army Knife, Indexed Universal Life (IUL) insurance is a simple-yet-versatile tool that can address multiple needs. Listen to discover how an IUL offers tax-free growth, a tax-free
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Tax Strategies for Retirees: Reducing Future Burdens
Taxes don’t stop in retirement, and for many retirees, the future tax burden on pre-tax accounts like 401(k)s and IRAs is a growing concern. Host Mark Falter explores actionable strategies
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Navigating Taxes and Building a Tax-Efficient Retirement
Join Mark Falter in this timely episode of “The Retirement Income Hour,” where he tackles managing taxes in retirement and shares actionable strategies to help you safeguard more of your
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How to Defuse the 2026 Tax Time Bomb
Prepare for potentially significant tax changes coming in 2026 in this timely episode of “The Retirement Income Hour” with Mark Falter. Mark breaks down the impact of these changes on
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