Free Retirement Tax-Saving Video Special

Don’t let unnecessary taxes eat into your retirement. 

As members of Ed Slott’s Elite IRA Advisor Group℠, we study directly with Ed Slott and Company, America’s IRA Experts, year-round. This means we’re continuously updated on the latest tax law changes, vetted through ongoing training and background checks, attend semiannual workshops, and are supported by a team that answers thousands of real client cases each year. 

Simply put, retirement tax planning is complicated. That’s why we invest in this specialized education, so you don’t leave money on the table because of costly mistakes.

Start with this 2-minute trailer from Ed Slott and Company — America’s IRA Experts — for a quick preview of the most common retirement tax mistakes. 

Then, watch the full 40-minute Special to learn how to protect your hard-earned savings: https://vimeo.com/1115494398/0f85f15dda

Topics covered include: 

• Tax-savings moves for your 50s, 60s, and 70s 

• How to reduce RMDs and avoid IRMAA surcharges 

• Roth conversions, beneficiary form mistakes, and more

If you want help applying these strategies to your own retirement plan, let connect. This resource is brought to you by James Estep and Leo Nunez, members of Ed Slott’s Elite IRA Advisor Group℠.