Still wondering if this free course is worth it?

Here's everything that's inside:

Day 1: What Most Self-Made 401(k)/IRA Millionaires Overlook: Your $1M+ retirement account isn’t the result of luck – you worked hard for it. Now it's time to protect it! Beware traditional retirement advice that could saddle you with $100,000s in entirely avoidable taxes.Day 2: Surprises #1 and #2 You Never See Coming: Start planning now because the more you keep, the less you'll have to give your "favorite" uncle. If you're not proactive, you could lose control of your retirement income, especially when RMDs (forced withdrawals) kick in.Day 3: Surprises #3 and #4 You Never See Coming: Income taxes are likely to rise – and for retirees, that means facing a double hit: higher rates AND bracket creep. Find out how to tackle this and pass along a bigger inheritance to your spouse and other heirs.Day 4: Surprises #5, #6 and #7 You Never See Coming: You earned your Social Security fair and square, but you still need to stay vigilant to avoid double taxation, higher Medicare premiums, and IRMAA surcharges limiting your lifestyle. Get actionable tips to prevent this.Day 5: A Roth Conversion Window You Don’t Want to Miss: Strategic Roth conversions can help you stay invested during market dips and give you more control over your future tax bracket. Learn how a Roth IRA can be a powerful tool to protect and grow your wealth.BONUS: Real Retirement Doesn’t Play Out in a Spreadsheet: A pie chart isn’t a retirement plan. The early years of retirement are a unique window of opportunity, and the right strategy can help you make the most of it. Gain clarity and confidence with a plan that goes beyond investments.

MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided “AS IS” and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.

Hooray! The first lesson of the Tax-Proof Your Retirement Guide is on its way to your inbox.

Within the next minute or two, you're going to get an email from me (Kyle Hammerschmidt).This email contains instructions to get started with our Tax-Proof Your Retirement Guide, so be sure to check it out!But if you have any questions, don't hesitate to hit reply and let me know—I'll be happy to help! :-)Now go and check your inbox!

P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder... chances are it ended up there.(Since I'm relatively new to sending emails to my list, sometimes the "email algorithms" think I'm a robot! 🤷🏻)