Reveals WEIRD Trick to Arrange Retirement Assets
The Trump tax plan made this strategy even better with a 'loophole' NO ONE is talking about and it partially goes away January 1st, 2026.  Even if you don't know a thing about finance, this seminar is for you!  

Learn this amazingly easy way to arrange and time your investments and say goodbye to more money to the IRS and start keeping more for you and your family!
Filippa's - Utica
June 21st & June 23rd - 6:30 pm

(June 21st is near capacity, please register for 6/23 if possible)

45125 Mound Rd, Shelby Township, MI 48317

During This FREE Live Training:
  • Know your Balances – You'll learn to get the exact balances you should have in your retirement accounts and your non retirement balances to reduce or eliminate taxation.
  • ​​Company Plan Contributions - If you aren’t getting a company plan match, should you stop contributing? You'll get the answer.
  • ​​Social Security Strategy - You'll learn exactly what you need to do to make your Social Security tax free.
  • ​​Social Security Taxation - You'll learn just what you need to know about this complex area of the tax code. And you'll learn how to TAKE ADVANTAGE of the fact that it's taxed differently than EVERY OTHER INCOME. This is so easy, you'll be kicking yourself.
  • ​​Standard Deduction Strategy - Use the time frame between retirement and RMDs to take money out of your retirement accounts tax free. 
  • ​Long Term Care Insurance - Learn how to get this important coverage for pennies on the dollar!
About the Presenter
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"
You're Not Alone...
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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