You Have a $100,000+ Retirement Tax Problem...

You’ve spent decades working long hours, making sacrifices, providing for your family, and putting money away whenever you could. You didn’t have a trust fund or insider guidance. You built your retirement the only way you knew how—with determination, resilience, and consistency.

But no one told you about this part.

In retirement, your biggest partner isn’t your spouse—it’s the IRS.

And the worst part? They get to change the rules whenever they want. They decide what’s yours and what they’re entitled to take. And most people don’t realize how much of their hard-earned savings is up for grabs until it’s too late.

Tax brackets are shifting. RMDs are increasing. Social Security can be taxed up to 85%. The “rules” keep changing—often in ways that quietly benefit the government, not you.

That’s why I created this special educational event: to give you the real story.

In this free session, I’ll walk you through the critical tax issues that can blindside retirees—especially those who’ve done a great job saving. I’ll show you the exact concepts I use with clients every day to help reduce their tax burden, take control of their income strategy, and keep more of what’s theirs.

This isn’t a lecture. And it’s definitely not a sales pitch.

It’s real talk about what’s happening, what’s coming, and how to plan for it—plain and simple. We’ll walk through the impact of Roth conversions, tax-deferred account traps, RMD timing, and what happens to your spouse or kids if you don’t plan now.

You’ve worked too hard to leave your retirement exposed.

Join me on April 22, 2025 (Tuesday) 6:00PM – 7:00PM at Virtual Webinar for this one-time event.

The information you’ll learn could save you thousands—or more—and give you the confidence to enjoy retirement without fear of what the IRS will do next.