Complimentary 30-Minute Introductory Session

Schedule Your401(k) Tax Bomb Assessment

Your 401(k) could trigger a massive tax bill in retirement. Learn how to defuse the tax bomb before it detonates.

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30 minute session

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February 2026

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What We'll Discuss

1Calculate your projected 401(k) tax liability

2Understand RMD impact on your tax bracket

3Explore Roth conversion timing strategies

4Get a tax-optimized distribution plan

🔒Secure & Confidential

⏱️30 Minutes

💰No Cost

📞Phone or Video

What to Expect

Your strategy session is a no-pressure conversation focused entirely on your situation. We'll discuss your current financial position, your goals, and whether our strategies are a good fit for you.

No sales pressure. Just clarity about your options.