'Mad Scientist' Dad from Shelby Township Says,
 "This could be the most important information you'll learn about your retirement income."
Webinar Room  is  Limited to only 50 Attendees...Please Register Now. 
FREE PRESENTATION REVEALS
How To Setup Your Retirement Portfolio to Reduce or Eliminate Taxation!
Select the day and time you prefer and your email
+ Plus, Get Dan's New Book for FREE..."How to Position Your Nest Egg to Ensure You Don't Run out of Money!"
What You'll Learn In This Free Presentation...
Secret #1: How to Get Your Social Security Tax Free, Like it Should Be!
Read IRS Publication 915 and you'll see Social Security can easily be tax free.  It's the type of accounts your OTHER retirement income is in that causes 85% of your benefits to then become taxable!
Secret #2: How to Position Your Income so Social Security REMAINS Tax Free
There are 3 types of retirement accounts and you need to have the right amounts in each one (and monitor it yearly) to make sure your Social Security remains tax free.

If done right, your income could virtually be as much as you want and Social Security could be tax free along with most, if not all, of your other income!
Secret #3: How to Get Long Term Care Insurance Virtually Free!
We'll cover tax harvesting (the new Trump Tax Plan made this a no-brainer) and why we believe taxes are on sale.  What you then do with that money has the UNBELIEVABLE side effect of creating long term care insurance that costs pennies on the dollar.
Speaker For This Webinar:
Dan Casey
'Mad Scientist' Dad
As a best-selling author and Tedx speaker, Dan is able to speak nationwide with his revolutionary way of arranging retirement assets to pay little to no taxes.
  • Tedx Speaker
  • Best Selling Author
  • Contributor to Larry King's book, "The Big Question"
Testimonials
Jerry loves being a 'Tax Hacker'!
Thanks Dan....you're the MAN I appreciate the help.  I think it was a god send to run across your promo on the tax laws, Roth, and 7702....I think it was meant to be! - Jerry
I really, really appreciate him (Dan) using me as an example (on a coaching call).  I feel I have direction and I am not as stressed knowing this will work for me, if I follow his directions.  Thanks Dan, I don't feel as afraid to do this.
- Betty S
I am a 51 year old retired public school principal, currently working as the CEO of a nonprofit.  I have a state pension and a small amount saved in a 403b and Roth.  I'm married with 4 kids two are still in college, living in a condo I purchased with the help of a HELOC.  

I have never sought the help of a Financial Planner and your videos have me realizing how unprepared I am for the tax implications of retirement.  Thank you!
- Doug K

Jana says, "Kudo's to Dan!"


My husband and I plan to retire in 4-5 years. We’ve always been strong savers, and it’s easy to find info in books/internet on how to build wealth during the working years. 

However, I have found it very difficult to get much info on how to best spend down that wealth. There are so many “moving parts”: pension, Social Security, Medicare, deferred accounts, taxable accounts, Roth IRAs, taxes, etc. It’s hard to get a handle on how everything fits together between mandatory distributions and complex tax codes.

I am an analytical person, but have found it to be mind-boggling!

The Tax Hacking Master Class videos and worksheets have helped me understand the impact taxes will have on our 401k money. I knew our RMDs would be large, but was shocked to see the impact they will have on not only our income taxes, but on extra taxes for Social Security and Medicare benefits. The customizable Excel spreadsheet is great because I can model different scenarios myself and see the changes to our future taxes. It allows me to tweak things like how much to convert to Roth IRAs and when to start taking Social Security.

I really appreciate Dan Casey’s live webcast coaching. He holds it once a week and works through examples submitted from members of the Tax Hacking class. I recently submitted our numbers, and Dan talked me through various potential scenarios for converting money into our Roth IRAs over the next several years. I will take his input and run the models to see what works best for us and what we’re most comfortable with. (I realize I still need to work with our tax guy on any final numbers, but this gives me a chance to know all the angles.)

Thank you for your program, Dan. I read financial books and listen to financial podcasts to glean information, but they either don’t go deep enough or they speak mumbo-jumbo that I can’t follow. You have taken the mystery out it. Your classes are taught in plain English, and you make the concepts easy to understand. It has been money well spent!
“Jane W”

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