Schedule Your Free Retirement MRI & Claim Your Complimentary Book
Your 401(k) or IRA Is a Ticking Time Bomb
Written by David Facer, this book exposes the hidden tax traps inside traditional retirement accounts that most people don't discover until it's too late — RMDs that balloon your bracket, IRMAA surcharges that spike Medicare costs, the widow's penalty, and the heir tax burden most families never plan for.
Complete your Retirement MRI and David will hand you a signed copy at no charge. No strings attached. No obligation to do anything further.
Schedule My Free MRI & Claim the Book ↓Complete This Form to Schedule Your Free Retirement MRI
Fill out the form below and choose a time that works for you. Your address is collected so we can mail your complimentary book after your session.
During Your Free Consultation, You'll Receive:
We use the Retirement MRI Method to gather your current plan information, identify hidden risks, stress test possible outcomes, and outline strategic next steps.
- ✓ Retirement MRI Risk Scan – Personalized review of your Market Risk, Retirement Income Risk, and IRA / 401(k) Tax Risk
- ✓ Retirement Stress Test – Data-driven modeling to show how market volatility, income withdrawals, longevity, and taxes could affect your plan
- ✓ Roth Conversion Analysis – Side-by-side comparison of staying in your IRA versus converting, with projected tax impact modeled out
- ✓ Action-Oriented Findings – Clear reports and recommended next steps for income planning, Roth conversions, and risk mitigation where appropriate
- ✓ Complimentary Book – Your 401(k) or IRA Is a Ticking Time Bomb — yours to keep after your completed session
