Tax Reduction Strategies

Don’t Pay Any More Taxes Than You Have To!

*This workshop is for people over 60 with $1,000,000 or more in retirement savings.

Speaker:
Bill H. Sharpe

Bill is a licensed Financial Planner who specializes in IRA distribution rules and their tax consequences. He owns Dallas Financial Planning, an investment advisory firm for retired individuals.

Speaker:
Aaron R. Miller

Aaron is an award-winning Estate Planning Attorney who focuses on helping families manage their wealth and long-term care costs. He has been named Best in Plano four years in a row.

Want a Spot at the Next Workshop?

Give us Your Information, and We’ll Give You First Dibs For a Spot At Our Next Workshop!

Select the lists you wish to subscribe to *

Interested in Future Workshops

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Preferred Email *

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City (ex. Plano, Frisco, Allen, Irving) *

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How you learned about the workshop? *

Bringing spouse or guest +60 w/ +$1 million in retirement savings? *

(if yes) Guest First and Last Name

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Join us to learn some little known, yet simple techniques that may save you thousands in unnecessary income taxes. You’ll discover …

• How to Take Money out of your IRA Income-Tax Free

• How to Make a Deductible Charitable Contribution Without Itemizing Deductions

• Stretch Out your IRA for your heirs over 10 years!

• How to Sell Appreciated Property Income Tax-Free!

• Avoid Paying 75% in Taxes on your IRA Distributions

• Protect Your IRAs from Your Children’s Potential Divorce and Bankruptcies

• Take Advantage of 0% Tax-Rate on Long-Term Capital Gains

• The Important Income Tax Laws associated with being a Surviving Spouse

Every workshop attendee will have access to:

• Our ‘Critical IRA Planning’ Booklet

• Our Article ‘Roth IRA Planning Mistakes that Cost Your Beneficiary’

• Copy of the Workshop Presentation

• 2026 Tax Table Guide for Retirees

• Tax and Financial Planning Consultation

• Consultation to Review your Estate Plan

• A Taxpayer Roadmap of The Internal Revenue Service

• A Roth Conversion Case Study!

and Much More!

*This workshop is for people over 60 with $1,000,000 or more in retirement savings.

Join us to learn some little known, yet simple techniques that may save you thousands in unnecessary income taxes. You’ll discover …

• How to Take Money out of your IRA Income-Tax Free

• How to Make a Deductible Charitable Contribution Without Itemizing Deductions

• Stretch Out your IRA for your heirs over 10 years!

• How to Sell Appreciated Property Income Tax-Free!

• Avoid Paying 75% in Taxes on your IRA Distributions

• Protect Your IRAs from Your Children’s Potential Divorce and Bankruptcies

• Take Advantage of 0% Tax-Rate on Long-Term Capital Gains

• The Important Income Tax Laws associated with being a Surviving Spouse

*This workshop is for people over 60 with $1,000,000 or more in retirement savings.

Every workshop attendee will have access to:

• Our ‘Critical IRA Planning’ Booklet

• Free Report of Our Publication
‘Survival Guide for Widows & Widowers’

• Tax and Financial Planning Consultation

• Consultation to Review your Estate Plan

Want a Spot at the Next Workshop?

Give us Your Information, and We’ll Give You First Dibs For a Spot At Our Next Workshop!

Select the lists you wish to subscribe to *

Interested in Future Workshops

First and Last Name *

Preferred Email *

Cell Phone

Street Address *

City (ex. Plano, Frisco, Allen, Irving) *

Zip Code *

How you learned about the workshop? *

Bringing spouse or guest +60 w/ +$1 million in retirement savings? *

(if yes) Guest First and Last Name

Guest's Cell Phone

Speaker:
Bill H. Sharpe

Bill is a licensed Financial Planner who specializes in IRA distribution rules and their tax consequences. He owns Dallas Financial Planning, an investment advisory firm for retired individuals.

Speaker:
Aaron R. Miller

Aaron is an award-winning Estate Planning Attorney who focuses on helping families manage their wealth and long-term care costs. He has been named Best in Plano four years in a row.