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FREE TRAINING FOR RETIREES WITH A TRADITIONAL IRA:

Discover How to Get The Most Out Of Your IRA, With The Least Amount Of Taxes Possible

Here's what we'll cover:

Case Study - How we helped one couple save almost $1,000,000 of unnecessary income taxes for them and their family

  • The BIGGEST mistake we see people make

  • The biggest misconception about a Roth conversion strategy

  • The one thing all of our most successful client have in common

"Eye opening training!"

"Everyone needs to have an 'exit strategy' for their Traditional IRA." - Jerry

TESTIMONIALS

What others are saying about us

"I literally could not believe the numbers in the reports. The amount of taxes I'd be paying without planning AND the amount I'll now be saving."

- Bruce

"I was shocked that my husband and I would be paying so much in IRMMA (Medicare Premiums) over our lifetime. So glad we now have a plan to avoid that!"

- Donna


"I would have been paying taxes on my Social Security income for the rest of my life. Dan and Pinnacle Tax helped fix that"

- Beverly

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