In this week’s episode of The Retirement Playbook Podcast, we break down how to transition from growing your nest egg… to keeping more of it. We’re diving into one of the most overlooked strategies in retirement planning—building a tax-free income plan that gives you more freedom and more control.

🔓 Most retirees are still chained to tax-heavy accounts. We’ll show you how to unlink those cuffs and walk you through the top tax-free investment tools that can help you protect your future from rising taxes, including:

• Roth IRAs – Pay taxes now, then grow your money tax-free forever
• Health Savings Accounts (HSAs) – Use tax-free funds for health costs in retirement (average $300K–$500K per couple)
• 529 College Plans – Tax-free growth for your child or grandchild’s education
• Cash Value Life Insurance – Access tax-free cash while you’re living and leave a legacy when you’re gone
• Municipal Bonds – Income that may be free from federal, and sometimes state, taxes

We also explain why taxes are almost guaranteed to go up (hint: the government is borrowing $5 billion a day!) and how today’s decisions can protect tomorrow’s retirement.

👥 At WealthMax, we don’t chase products. We build the strategy first, based on your goals. Then we find the right tools to support that plan.

🎯 Want to see what your personal tax-free strategy could look like?
 👉 Visit www.MaxTaxTest.com for a completely free, no-obligation tax strategy review and financial plan.

This is not something to wait on—it’s something to act on before tax rates go up.

www.wealthmaxfg.com