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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