Asset Preservation - Canton Library

The Hidden Wealth Killers In Your Retirement Accounts

Navigating Taxes, RMDs, Income Planning, and Investment Risk Reduction

Event Details

Venue: Canton Public Library
Address: 1200 Canton Ctr. Rd, Canton Township, MI 48188
Room: Community Room
Date: Tuesday, December 9th
Time: 1:00 pm

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Delivering Retirement Education To Over 30,000 Every Weekend

Taxes, income, and investments—everyone experiences them differently. Some worry about running out of money, others feel the burden of rising taxes, and many lose sleep when markets turn volatile. The common theme: you’re not alone.

In this session, you’ll discover proven systems designed to help reduce taxes, create inflation-resilient lifetime income, and take the stress of market volatility off your shoulders—so you can protect your savings and enjoy the lifestyle you’ve worked hard to achieve.

Topics To Be Covered

Over-Taxation of Retirement Accounts

Avoid unnecessary taxes on your 401(k) and keep more of your money
Turn rollovers into tax-efficient, reliable income
Reduce the impact of RMDs on your overall tax burden
Prepare for upcoming tax law changes before they affect you

Risk & Income Stability

Protect your income from market downturns and volatility
Avoid withdrawal strategies that can quietly drain your savings
Create a more stable, predictable income stream
Turn your savings into guaranteed income for life

Understanding The Three Worlds of Money

Balance growth, protection, and income using the Three Worlds of Money
Align your plan across accumulation, preservation, and distribution
Move beyond traditional advice with a comprehensive planning approach

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Is this event for you?

Ask yourself these three questions...

Is a majority of your assets captive in a 401(k) with limited investment options?

Are you interested in reducing taxes on withdrawals from your investment accounts?

Have you saved between 250 thousand and 2 million, and would like a plan that offers downside protection?

Frequently Asked Questions

Should I attend if I'm 58 or not close to retirement?

Yes—absolutely. Tax planning strategies can take years to fully implement. The earlier you start, the more opportunities you have to reduce what you may pay later.

I have a 401(k) from a previous employer—when can I access it?

Many people don’t realize you can access a previous employer’s 401(k) at age 59½. This often creates opportunities to roll funds into an IRA for more flexibility and begin proactive tax planning.

Will I pay more or less in taxes when in retirement?

It depends—but many people are surprised to find they may pay more.

As income shifts to sources like Social Security and required distributions, taxes don’t go away—they often increase. Without a strategy, this can quietly reduce how long your savings last.

Is my 401(k) or pension a good retirement Plan?

Yes—and no.

Saving is an important first step, but turning those savings into a reliable income plan is a different challenge. Without a clear strategy, you risk unnecessary losses, higher taxes, and missed opportunities to better protect and structure your income.

Don't Get Caught In The Gray Zone

62% of retirees with a formal written plan report increased confidence in their financial future
70% of retirees reported being only “somewhat knowledgeable” about tax planning in retirement
35% of Retirees who claim to have a “plan” often discover they’ve left key steps undone.
45% say expenses have exceeded expectations due to inflation

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