This community is a fun place for individuals with seven-figure IRAs, Tax-Deferred Accounts or Inherited assets to participate, learn to avoid costly mistakes, and reduce unnecessary taxes all while having a good time.
As advisors with specialized advanced training we’ve helped families shift hundreds of thousands away from taxes, towards the things they LOVE. Through strategies like Roth conversions, disciplined withdrawal systems, and succession planning clients have preserved assets and built lasting memories and legacies.
Inside this light hearted community you’ll learn how to ensure that your wealth benefits you, and not your silent General Partner. Gain immediate access to practical tools that could save you thousands and share experiences for all members to benefit.
This is more than education—it’s a place to have fun like-minded individuals committed to protecting wealth and creating impact, to get (their favorite Uncle) Uncle Sam out of their pocket.