For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
We remain cautious in terms of where to deploy incremental risk assets. Our message has not been to liquidate your portfolio and go to cash.
The SFLR ETF provides advisors a compelling solution for risk-conscious clients by establishing a strategic floor that aims to limit losses while maintaining significant upside potential. With its “evergreen” design, institutional-quality management, and psychological advantages, Innovator ETFs’ unique approach transforms difficult risk conversations into concrete discussions about defined parameters.