Complimentary 30-Minute Introductory Session

Schedule YourSection 7702 Consultation

Discover how Section 7702 of the IRS tax code enables tax-free growth, tax-free income, and tax-free wealth transfer.

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30 minute session

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February 2026

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What We'll Discuss

1Understand Section 7702 tax advantages

2Calculate your tax-free retirement income potential

3Compare 7702 vs. traditional retirement accounts

4Get a personalized tax-free strategy illustration

🔒Secure & Confidential

⏱️30 Minutes

💰No Cost

📞Phone or Video

What to Expect

Your strategy session is a no-pressure conversation focused entirely on your situation. We'll discuss your current financial position, your goals, and whether our strategies are a good fit for you.

No sales pressure. Just clarity about your options.