Free Training Reveals...

The Secrets To Minimizing Taxes & Maximizing Your Retirement Savings!

Discover the Hidden Tax Codes and Strategies That Could Supercharge Your Retirement Funds Before The New Changes Sunset In 2026!

Secure Your Golden Years

Learn how you can achieve maximum retirement income and benefits while minimizing taxes and market risks

WHAT YOU'LL DISCOVER ON THIS FREE TRAINING:

Strategic RMD Tax Minimization

Dive deep into the world of tax codes, and learn how to significantly reduce the taxes on your IRAs, 401ks, and other retirement plans.

Crafting a Tailored Retirement Strategy

Learn how to transition from an accumulation mindset to a distribution focus, ensuring you make the most of your golden years.

Understanding Financial Vehicles

Discover the differences between fixed, variable, and indexed funds, and how to strategically leverage them for optimal retirement benefits.

The Upcoming Tax Shift

Get ahead of the looming tax changes set for 2026 and understand how they could impact your retirement savings.

Meet Your Host

Jerry Whitmire is a financial professional, author and educator who helps people prepare for retirement by focusing on education and safe money solutions. With more than 15 years of experience in the financial services industry, Jerry started his own firm in 2011 to help clients maximize their financial potential by developing plans that fit their individual needs and goals!

Jerry has been in the safe money and income industry since 2005. His experience ranges from retirement planning, insurance, tax savings strategies, income planning, market arbitration, and estate preservation.