What You Will Learn...

Part 1: The 5 biggest mistakes high earners make with 401(k)s and IRAs — and how they cost your family thousands in avoidable taxes

Part 2: How to reposition your savings to reduce long-term tax exposure — using strategies aligned with current IRS guidelines

Part 3: How to apply 4 key tax codes to improve your retirement income and legacy planning

Part 4: How to navigate new laws — so you stay in control of how your wealth is passed down