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  • Free Book: Roth Magic Tax-Free Retirement Strategy outlines the plan.
  • Free Future Tax Illustration: Uncover massive tax liabilities with 401(k) & IRAs.
  • Free Financial Strategy Sessions & Written Retirement Plan: See our unique methodology.
Your 401(k) will create massive tax consequences.
A $200,000 401(k) could pay $1,279,742 in taxes.
Your retirement income in not guarnateed.
Our Proprietary Strategy Can Eliminate Most Taxes In Retirement.
It's Time to Upgrade Your Old 
Highly-Taxable 401(k) and Retire Tax-Free!
Schedule Free Financial Strategy Session
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Who is the Tax & Retirement Institute?
A Financial Think Tank of Seasoned Financial Professionals Working Together to Create Your Ultimate Financial Plan.
"Let our team of help you with an all encompassing financial plan." 
- John Oxendine, Founder, Harvard MBA 
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