Retirement Tax Deep Dive Video Bundle

Get the Complete Tax-Saving Roadmap for Retirement

Make smarter decisions. Avoid costly mistakes.

If you’re serious about protecting your retirement savings, this 4-part deep dive video series is for you.

Led by the experts at Ed Slott and Company, each session breaks down one of the most important — and misunderstood — retirement tax planning topics.

In under an hour per session, you’ll learn how to reduce taxes, avoid penalties, and make smarter moves with your IRAs, 401(k)s, and legacy plans.

Each session takes under an hour and gives you clear, practical strategies to reduce taxes, avoid penalties, and make smarter moves with your IRAs, 401(k)s, and legacy planning.

What’s Included:

4 On-Demand Video Courses (45–60 minutes each):

Roth IRA Conversions

Learn when and how to convert without triggering unnecessary taxes

RMDs & Inherited IRAs

Avoid the biggest withdrawal mistakes and plan for new SECURE Act rules

401(k) Rollovers

Learn when and how to convert without triggering unnecessary taxes

Beneficiary Mistakes

Discover how to protect your heirs and preserve your legacy

Why It’s Worth It:

  • Normally $147 each — that’s $588 total
  • Bundle today for just $297
  • Use promo code ROADMAP to lock in your discount
  • Only 250 discounted bundles available per month

What You’ll Get:

  • Immediate access to all 4 expert-led video courses
  • Watch anytime, on any device
  • Downloadable planning tools and charts referenced in each video
  • Bonus: Bundle buyers will receive priority access to future updates and related tools

Trusted by Professionals. Designed for You.

These videos are developed by the team behind Ed Slott and Company — the nation’s leading IRA education firm trusted by thousands of financial professionals.

We’re an education-only firm with no products to sell and no hidden agenda.
Just clear, actionable strategies to help you protect more of your wealth.