In this video, I'll walk you through how these strategies work and how we built them out using our financial planning software.

Let me introduce you to Steve and Kelly Sanderson, a couple aged 62 and 60, who are gearing up to retire in just 3 years.

They're currently sitting on $3,107,707 in investable assets. Most of which is in Traditional Retirement Accounts.

Here's the real kicker: By implementing these strategies, the Sanderson's managed to slash their total lifetime taxes by a jawdropping $643,882.

Not only that, but they also saw an increase to their total investment assets, boosting them by an astounding $1,610,872 over their lifetime.

(Note, this is just a hypothetical case study)

Click here to learn more about our comprehensive financial plan https://moneyevolution.com/moneyevol...

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