This free educational PDF book covers various ways to lower your lifetime tax bill in retirement.  The strategies are based on the latest tax laws under the Tax Cuts and Jobs Act of 2017, the SECURE Act of 2019, and SECURE 2.0 of 2023.

Our philosophy is that you should pay the IRS every dollar you owe, but that you shouldn’t be leaving them a tip. Every dollar you can save in taxes is another dollar you have to fund your goals and dreams.

The legendary CPA, Ed Slott, quips, “To make money through investments and yet omit tax planning for distributions is like playing the first half of the game and sitting out the second half.” Even if you are great at accumulating assets, what good is it if you lose them through unnecessary taxes?

In this paper, you will learn about:

After reading this book, you will be better informed and equipped on how to lower your taxes in retirement. With taxes being your biggest single expense over your lifetime, you can be confident that you are not overpaying the IRS in your retirement years.