The Ultimate Retirement Tax-Savings Roadmap

Featured Educational Resource from America's IRA Experts

Think your IRA is all yours? Think again. It's actually a joint account with Uncle Sam — and one wrong move could trigger thousands in unnecessary taxes.

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As a member of Ed Slott's Elite IRA Advisor Group℠, I train directly with Ed Slott and Company — America's IRA Experts — year-round. I'm sharing their newest public resource to help you avoid the most common retirement tax mistakes.

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What You'll Learn:

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• Smart tax-saving moves for your 50s, 60s, and 70s

• How to reduce RMD taxes and avoid penalties

• Why beneficiary forms — not wills — control IRA inheritance

• The hidden dangers of Roth conversions and rollovers

• Strategies to reduce IRMAA surcharges

Want to apply these strategies to your retirement plan?