Escape the Retirement Tax Trap
How to lower lifetime taxes and keep more of what you’ve earned—starting now.
Discover how small tax decisions today can create thousands in long-term savings tomorrow.
Live Online Sessions
Wednesday January 21st
At 3 PM EST
OR
Thursday, January 22nd
At 4 PM EST
Escape the Retirement Tax Trap
How to lower lifetime taxes and keep more of what you’ve earned—starting now.
Discover how small tax decisions today can create thousands in long-term savings tomorrow.
Live Online Sessions
Wednesday January 21st
At 3 PM EST
OR
Thursday, January 22nd
At 4 PM EST
If you’ve saved $250k–$1M+ for retirement, this class could save you tens of thousands in future taxes.
Join us live as we walk you step-by-step through strategies that help reduce your lifetime tax bill, structure more tax-efficient retirement income, and give you the clarity you deserve heading into the next chapter of life.
Save your seat now.
Your future self will thank you.
If you’ve saved $250k–$1M+ for retirement, this class could save you tens of thousands in future taxes.
Join us live as we walk you step-by-step through strategies that help reduce your lifetime tax bill, structure more tax-efficient retirement income, and give you the clarity you deserve heading into the next chapter of life.
Save your seat now.
Your future self will thank you.
The IRS Has a Bigger Claim on Your Retirement Than You Think
Most people assume, “I’ll be in a lower tax bracket later.”
Not anymore.
The IRS Has a Bigger Claim on Your Retirement Than You Think
Most people assume, “I’ll be in a lower tax bracket later.”
Not anymore.
Here’s what every retiree must navigate:
Tax rates likely rising in 2026 due to the expiring Tax Cuts & Jobs Act
RMDs now starting at age 73, and moving to 75 soon
The Widower’s Tax Trap, slashing deductions after one spouse passes
The Social Security Tax Torpedo, taxing up to 85% of benefits
The 10-Year Inherited IRA Rule, forcing your kids to drain accounts fast
And the big one: Every dollar in a traditional IRA is taxable—eventually
Don't miss out on this free info session - it could save you thousands!
Session 1: January 21st at 3:00 PM EST
Session 2: January 22nd at 4:00 PM EST
Duration: Under 1 Hour
There Is a Way Out…
You Just Haven’t Been Shown It
Most people think the only options are:
Delay taxes and “hope rates go down"
Wait for RMDs and react later
Sell investments at the worst possible time
Or just accept taxes as “the cost of retirement”
But in this training, you’ll learn a different approach—
one centered on proactive tax planning, smart timing, and strategies designed to give you more control over how you take retirement income.
You don’t need to be a CPA.
You just need the right roadmap.
Inside This Free Training, You’ll Discover:
How to legally reduce taxes on retirement accounts—without risky investments
A simple strategy that helps you reposition taxable money into more tax-efficient buckets.
The 2026 Tax Law Change—and why waiting could cost you more
This one shift alone could change your entire retirement income outlook.
The Widow(er)’s Tax Trap and how to protect the surviving spouse
One of the least discussed financial dangers in retirement.
Why RMDs create forced taxation—and how to plan around them before they hit
Timing matters more than most people realize.
How to potentially lower taxes on Social Security benefits
The “provisional income” formula the IRS uses (and how to influence it).
How to leave a more tax-efficient legacy to your children
But in this training, you’ll learn a different approach—
one centered on proactive tax planning, smart timing, and strategies designed to give you more control over how you take retirement income.
This is an educational workshop to give you a path forward.
You’ll simply walk away with strategies you can use to make smarter financial decisions.
We're excited to have you join us for this transformative journey!
See you then, our virtual event!
We're excited to have you join us for this transformative journey!
See you then, our virtual event!
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