Don’t let unnecessary taxes eat into your retirement.
Start with this 2-minute trailer from Ed Slott and Company — America’s IRA Experts — for a quick preview of the most common retirement tax mistakes.Then, watch the full 40-minute Special to learn how to protect your hard-earned savings: irahelp.com/retirementroadmap/ (opens a separate site in a new tab)
Topics covered include:
- Tax-savings moves for your 50s, 60s, and 70s
- How to reduce RMDs and avoid IRMAA surcharges
- Roth conversions, beneficiary form mistakes, and more
About My Training As a member of Ed Slott’s Elite IRA Advisor Group℠, I study directly with Ed Slott and Company, America’s IRA Experts, year round. This means I’m continuously updated on the latest tax law changes, vetted through ongoing training and background checks, attend semiannual workshops, and am supported by a team that answers thousands of real client cases each year. Put simply: Retirement tax planning is complicated. I’ve invested in this specialized education, so you don’t leave money on the table. If you want help applying these strategies to your own retirement plan, let’s connect.
This resource is brought to you by Gregory DuPont, a member of Ed Slott’s Elite IRA Advisor Group℠.
Published January 6, 2026. Tax law, contribution limits and thresholds change, so read any figure here as of that date. None of it is advice about your own situation. Advocate Wealth Solutions is a fee-based planning firm in Dublin, Ohio, and a Clarity Map Session is where questions about your own accounts get answered.
