Are Your Clients Prepared for Sunset 2026?

Potential tax increase at sunset

Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are expected to sunset on January 1, 2026. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 essentially eliminated the “stretch-IRA.”

This could mean a “double whammy” for your clients. Find out more in this recently released legislative update from the Securian Financial Advanced Sales Team.

Download this client-approved sunset guide. And here is a short list of the top concerns producers should keep an eye on through the end of 2025.