43 pages · Click any link to open that page · All files must be in the same folder

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Core pages

2 pages

HomepageFull→ Work with usFull→
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Tax strategies

11 pages

Tax strategies — section overviewFull→ Self-completing Roth (Version A & B)Exclusive→ RMD planningFull→ QCDs & NUA strategiesFull→ Tax bracket managementFull→ Social Security & taxesFull→ Tax-loss harvestingFull→ Withdrawal sequencingFull + Charts→ IRMAA — Medicare stealth taxFull→ Cost segregationFull→ Backdoor Roth / Bracket Mgmt cross-linkFull→
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Trusts & estates

9 pages

Trusts & estates — section overviewFull→ Asset Diversification Trust (DST)Exclusive→ 60-year legal IRA stretchExclusive→ Inherited IRA & 10-year ruleFull→ Charitable remainder trustsFramework→ SLATs, GRATs & ILITsFramework→ Revocable living trustsFramework→ Estate tax planningFramework→ Irrevocable trustsFramework→
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Annuities

8 pages

Annuities — section overviewFull→ Bonus FIA — self-completing Roth BExclusive→ Fixed indexed annuities (FIA)Full→ Fixed annuities (MYGA)Full→ Variable annuitiesFull + Disclaimer→ Immediate vs. deferred (SPIA/DIA/QLAC)Full→ Private annuity salesFull→ Annuity tax treatmentFull→
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Life insurance

7 pages

Life insurance — section overviewFull→ IUL — Indexed Universal LifeExclusive use→ Whole life insuranceFull→ ILITs — irrevocable life ins. trustsFull→ Hybrid LTC & life insuranceFull→ Life insurance & estate planningFull→ Tax benefits of life insuranceFull + IRC links→
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Retirement accounts

7 pages

Retirement accounts — section overviewFull→ Traditional vs. Roth IRAFull→ 401(k) strategies & NUAFull→ HSA — stealth retirement accountFull→ Backdoor Roth IRAFull→ Asset location strategyFull→ Self-employed retirement plansFull→
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Resources

8 pages including section overview

Resources — section overviewFull→ Blog & articlesFramework→ PodcastsFramework→ CalculatorsFramework→ Glossary A–ZFull→ Free guidesFramework→ Tax updatesFramework→ FAQsFull→
TaxMitigation_INDEX.html — Open this file in Firefox, then click any page to navigate. All 43 HTML files must be in the same folder for links to work. Tags: Full = complete content   Exclusive = proprietary strategy   Framework = structure only, content pending