Interactive Online Group Training: Escaping the 401k Tax Traps

I've identified 7 Tax Traps that obligate you to a lifetime of incomes taxes. You may be subject to taxes of as much as 80% of the value of your accounts! This six week 'live online' training puts a spotlight on the reasons for these taxes and provides specific strategies to help escape them. You'll be ready to take action and 'Pay the Piper' on your own terms!

Small Group Personal Learning

The newest changes in our tax laws have created an unparalleled opportunity to save a lot of money over the rest of your life! But you have to not only learn the principles, but also know how to apply them.

If you’d like to learn more and get first hand benefit of my experiences in a live online training room setting, then this is probably the best solution for you. The groups are small enough so that it can be a relaxed environment allowing for plenty of time for Q&A. I teach you about the 7 Tax Traps and we go through each of the Four Strategies I’ve identified – in detail.

The group experience adds an additional tool that will be very valuable to you as you develop your own Escape Plan. During the first week or two, I’ll prepare an estimate of what your specific lifetime tax obligations could be as a result of your your 401k/IRAs. This gives you an idea of where you can focus your time and efforts as we move through the class and as you develop your Escape Plan.

I’ll show you how to legally pay less income taxes over your lifetime. You may be able to retire earlier, but you’ll certainly have greater freedom from tax for years to come.

But I’ll warn you – you didn’t get into the problem overnight and you won’t get out of it overnight. Unfortunately, this is not an issue that’s going away on its own.

In fact, your window of opportunity may be slammed shut in 2025.

These Proven Solutions:

Are totally within the guidelines established by the Internal Revenue Service

Utilize the tools that Congress has already provided

Don’t require you to buy financial products to get the desired savings

Will save tens of thousands, even hundreds of thousands in income taxes

Let's Do This Together

In this six week series of live group training events I will personally teach you to identify the Tax Traps and how they'll impact you now or in the future. I'll also reveal the four specific strategies I've identified that you can use to escape them. The groups are kept small to allow plenty of Q&A and interaction.

You'll complete an interactive Personal Worksheet that will assist you in developing your own game plan of which strategies to use and to what degree. Or you can take the Worksheet to your tax or financial advisor for assistance. If you are a 'do-it-yourselfer', you'll be ready to take action by the end of the six weeks training sessions. 'Pay the Piper' less, and on your own terms!

My brand new ‘Escaping the Tax Traps’ LIVE Group Training events will cover the most important things I’ve discovered after working with so many others that had these tax problems. You should be able to save in taxes, many times the investment in the training sessions.

Price $2495

What You Will Receive:

Six separate one hour live online training calls with Q & A.

Small online groups to allow for questions and application

Personalized estimate of your lifetime taxes

A Personal Worksheet to complete that will help you evaluate your best course of action

Bonus Session - Private Review call with Craig

No financial products to purchase from me or anyone else

What I hope you’ll learn:

Learn how to implement specific strategies that will reduce your lifetime taxes.

Pay significantly less taxes for the rest of your life

Create tax-free income for retirement

Reduce, or completely eliminate forced taxable distributions in retirement

Make sure that your heirs pay less taxes too.

Your Course Instructor

After a thirty-two year career as an independent financial adviser, I sold my practice and focus my business interest, experiences and efforts toward helping people invest wisely within their company retirement plans and alerting savers of the large tax obligations that are built into their retirement accounts.



I'm a specialist in this area. My service to you is not intended to replace your existing financial advisor or tax preparer who cover the more comprehensive general areas of your financial life. I do not sell financial products or manage investment portfolios any longer. The only focus is helping people with issues related to their 401k/IRAs and tax issues.

Here’s What I Cover:

Part One: What Caused This Problem?

The first live training event will build a foundation of understanding why the problems exist and the faulty micro thinking that creates the popular paradigms.

Why this is an urgent issue
Unintended consequence of your 401k
Five factors that created the paradigms
Interactive worksheet you can download for your personal use

Part Two: The Seven Tax Traps

We'll take two sessions to cover the Traps. We'll include content, examples, and activities to help you gather the relevant information about your personal situation. You’ll be able to use this info after you’ve learned the details and mechanics of the the Solutions training.

The impact of paying lower taxes
The Tax Traps
Impact on Social Security and Medicare
Impact on medical costs and all retirement spending
Tips, Worksheets and Warnings

Part Three: The Seven Tax Traps - Continued

We'll take two sessions to cover the Traps. We'll include content, examples, and activities to help you gather the relevant information about your personal situation. You’ll be able to use this info after you’ve learned the details and mechanics of the the Solutions training.

The impact of paying lower taxes
The Tax Traps
Impact on Social Security and Medicare
Impact on medical costs and all retirement spending
Tips, Worksheets and Warnings
The impact of paying lower taxes
The Tax Traps
Impact on Social Security and Medicare
Impact on medical costs and all retirement spending
Tips, Worksheets and Warnings

Part Four: Three Basic Strategies to Help You Escape

The fourth live event is designed to provide you with enough detail about each of three basic strategies. The knowledge from this session will allow you to begin taking action, and provide talking points for your tax preparer or financial advisor.

Specific details of three easy to implement basic strategies
Tips, Worksheets and Warnings to keep you within the boundaries

Part Five: One Advanced Strategy to Help You Escape

Because this ONE can do amazing things to help you reduce your taxes, I’m devoting the entire session to it.

Specifics on a simple but detailed strategy
Tips, Worksheets and Warnings

Part Six: Making 'Dollars and Cents' of it All!

By the time this session comes around you will have a good handle on the Traps, and the Strategies to help you plan your escape. We'll cover a simple Case Study of a real life situation to reinforce how it all fits together.

However, we'll spend most of this session in live Q&A. You may have questions about the content we've covered as you decide how to implement strategies to save yourself a lifetime of taxes.

BONUS Session One-on-One Review Phone Call

Just to make sure you get the most out of your time and money invested in our six sessions, you'll get the additional bonus of a phone call with Craig. The objective of the call is to give you time to ask any specific questions about the material covered. We want to make sure you have the info you need to get started developing your own game plan so that you can begin saving taxes - now!

You’ll be prepared for a conversation with your financial advisor and/or tax experts once you’ve gone through the modules of this course and completed your own personal interactive ‘Strategies’ worksheet.

I’ll teach you what you need to know. Don’t worry, I’m accustomed to teaching clients in a way that doesn’t overwhelm them with financial terms and a ton of spreadsheets.

What To Do Next

To get immediate access to the 100% refund offer, go to the link below and prepare to set new paradigms for your future!

When it’s time to ‘Pay the Piper’, make sure you do it on your terms…

Price $2495

100% Refundable!