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The Changing Tax Environment & Today’s Opportunities

Better planning and ideas can help investors navigate the uncertain tax landscape and motivate them to make the most of their financial futures. Prudential's Brett Berg and Karen Hoffman discuss legislative developments, important tax considerations, and annuities as a funding vehicle for IRAs and Roth IRAs. Prudential is a founding member of the Alliance for Lifetime Income, whose mission is to help address the retirement income situation in America through education efforts, reaching millions of people in or approaching retirement.