TWR 470 Tax Tumor Checkup

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TWR 470 Tax Tumor Checkup

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Tony addresses the "inevitable" tax debt tied to pre-tax 401(k) and IRA plans, which he famously calls the "Tax Tumor." He emphasizes that while savers focus on how to replace their employer paycheck, they often ignore how much Uncle Sam will take out of it. Using the biblical story of the pool of Bethesda, Tony challenges savers to move past their "learned helplessness" and take action. He highlights that with 11,000 people turning 65 daily, tax planning is the most critical component of a Game Plan. Tony urges those with over $250,000 in pre-tax savings to meet with his specialized "village"—which includes two certified tax planning experts—to liquidate the tumor before it grows further.

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