Is Traditional Retirement Planning Leaving You Exposed to Unnecessary Tax Burdens? If you have $2 million or more in tax-deferred retirement accounts, conventional strategies—like Roth conversions or standard drawdowns—may be costing you far more in taxes than necessary. What many financial advisors and CPAs may overlook is a highly specialized, IRS-compliant strategy designed for high-net-worth individuals. This approach focuses not just on asset allocation or investment returns—but on tax effi

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The Hidden Tax Costs of Retirement: Are You Prepared? As a high-net-worth individual with $2 million in tax-deferred accounts, your financial situation demands tailored attention. Yet, many traditional advisors still rely on one-size-fits-all strategies that may put you at risk. At Wilson Hand Law Firm, we break the mold. Our innovative approach helps retirees: • Slash taxes without breaking the bank on Roth conversions • Max out their savings over time • Safeguard their legacy for generations t

Don’t miss the chance to learn about the new tax strategies to potentially reduce taxes in retirement. You’ll get professional guidance on potentially avoiding increased costs for taxation of your Social Security & other retirement income sources. Join us at the South Bowie Library for an educational "7 Retirement Roadblocks" workshop on Tuesday, January 27, from 1:00 - 2:30 pm. No charge to attend. Limited seating so sign up today! | Workshops for Retirement