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 legislative changes shift the financial landscape, Becky explains how Indexed Universal Life (IUL) policies — backed by Section 7702 of the U.S. tax code — can provide a strategic alternative to traditional accounts. Explore the mechanics of tax-advantaged income accessibility and how these versatile tools can offer a dual benefit for long-term care needs. Learn how moving toward “the road less taxed” can help you keep more of what you’ve spent a lifetime saving.