YOU ARE ABOUT TO LOSE UP TO 25% OF YOUR RETIREMENT SAVINGS TO THE IRS 

I’ll teach you how to save up to 90% or more on taxes due after retirement.

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DON'T LET THE IRS TAKE WHAT'S RIGHTFULLY YOURS

The IRS has a plan for your retirement, and most people happily (or ignorantly) go along with this plan.

By following the status quo, you’ll be handing over about 25% of your money (and it is YOUR money) to the IRS.

That means if you have $2.5 million in retirement funds, you could lose up to $625,000 to taxes.

This course is built by and designed for

High-Net-Worth Individuals
50-70 years old with $1M+ in retirement or investable assets who want to minimize taxes.
Retirees & Near-Retirees
looking to protect their savings and ensure they never outlive their wealth.
Inherited Wealth Beneficiaries
who want to avoid unnecessary taxes and make informed financial decisions.

Impact-Driven Individuals
who want to redirect tax savings toward family legacy or meaningful causes.
 

WHAT WOULD YOU RATHER DO WITH THAT MONEY?

You need a rock-solid game plan for your retirement savings, one that’s been tried, tested, and used by those in the know for decades. And more than that, you need a plan for putting the money you save to good use. After all, the greatest thing you leave behind is your legacy.

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NICE TO MEET YOU

I'M ANSON MCDANIEL

I’ve dedicated my career to helping individuals like you protect their retirement savings. Over the years, our team has saved our clients over $5.3 billion in taxes.

The
Retirement Impact Blueprint is your cheat sheet, a comprehensive guide designed to put the choice of what you do with your money back in your hands.

"As you are beginning or modifying your retirement plan, I would recommend a conversation with the team prior to undertaking any other options"

- Frank

"Anson is incredibly patient with every question and explained everything thoroughly and quickly.  He has our needs and best interest at the top of his mind.  We would sign over and over again with Anson"

- Jen
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WHAT MAKES THE RETIREMENT IMPACT BLUEPRINT DIFFERENT?

Unlike most courses that teach tax savings in retirement, we start with a completely different approach.  Studies show that people who have a defined “WHY” for what they do, in virtually everything they do, including saving taxes, have a much higher level of fulfillment, satisfaction, and perseverance in life. 

If you have a vision to make a greater impact in society and/or a desire to not just pass your valuables to your heirs but work on passing your values, then this course is for you.

With The Retirement Impact Blueprint, you’ll:

  • Identify your unique financial situation and build a personalized plan.

  • Track and manage your progress with our specialized process.

  • Implement and adjust your strategy with full support from our expert team.

  • Achieve financial freedom and a higher quality of life than you ever thought possible.

  • Use the dollars from tax savings to further your personal vision and mission

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Here's everything included in the

Retirement Impact Blueprint Essentials Edition

3 Core Modules 

to maximize your retirement income and reduce taxes

Key Strategies

to leverage IRS-approved tax laws

Downloadable Tools and Templates 

to guide your retirement planning

12-Month Access

to the course updates and expert insights

Free Strategy Call with Anson

at the end of the course

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Program Breakdown

Retirement planning isn’t just about saving—it’s about strategy. The Retirement Impact Blueprint gives you the roadmap to secure your financial future by leveraging IRS-approved tax strategies.

The Retirement Impact Blueprint Course


What You Get:

  • Comprehensive training in 3 modules to maximize your retirement income and reduce taxes – $2,000 value
  • Exclusive strategies to leverage IRS-approved tax laws – $1,500 value
  • Downloadable tools and templates to guide your retirement planning:
    • Worksheet: Identifying Your "Why"
    • IRS Requirement of Distributions Table
    • IRS Rollover Chart for Qualified Funds
    • Impact of Inflation on Savings Growth (chart)
    • Medicare Premium Chart
    • Uniform Lifetime Table for RMDs
    • Final Implementation Checklist
    • And more...
  • Lifetime access to course updates – $750 value
  • A one-on-one consultation with Anson at the end of the course – $1,500 value
  • A donation to your chosen charity when you join us as a client – Priceless

Total Value: $5,750+

Your Price Today: $497

Take control of your retirement, maximize your impact, and leave a lasting legacy.

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FREQUENTLY ASKED QUESTIONS

SECURE YOUR SAVINGS
AND DON'T LET THE IRS DECIDE FOR YOU.

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