Retire smarter: Pay less in taxes.
The Retirement Tax Revolution
Retirement isn’t just about what you’ve saved—it’s about how much you get to keep. This practical, story-driven book helps you navigate the often-overlooked world of retirement tax strategy planning, to help you make smarter decisions and potentially minimize what you owe.
Whether you’re approaching retirement or already there, this book offers clear explanations, real-life examples, and actionable strategies to help you take control.
Erik Bowman, RICP®, NSSA®, CTS™
Wealth Advisor, Owner
After helping hundreds of families prepare for retirement, I’ve seen one mistake cost many of them more than any market downturn: overlooking taxes.
That’s why I wrote The Retirement Tax Revolution—to reveal how smart timing and strategy can help you keep more of what you’ve earned. Inside, you’ll find simple, actionable ways to help you reduce lifetime taxes, avoid common withdrawal mistakes, and make your money last longer—no matter where you are in your retirement journey.
Here’s What You’ll Discover Inside the Book:
How to potentially lower your lifetime tax bill with smart withdrawal timing.
Tips on the right order to tap your IRA, Roth, HSA, and brokerage—so you don’t leave money on the table.
A simple framework to help you coordinate your investments, taxes, and Social Security into one efficient plan.
When a Roth conversion may make sense—and how to avoid some common traps.
How to turn potentially capital gains and losses into a long-term tax advantage.
Who Should Read This Book?
If any of these sound like you, you should get your copy as soon as possible:
You’ve saved $500,000 or more and want to protect it from taxes.
You’re ages 55 to 70 and planning to retire—or already retired.
You want clear, time-tested strategies (not financial fluff).
You’re curious about Roth conversions but unsure if they’re worth it.
You’d like to stop guessing and start planning with confidence.
Resources to help with your Retirement Planning.