Don't Miss Out On Important Secure 2.0 Act Tax Saving Opportunities!

  • Easy To Follow Checklist To Ensure You Don't Miss Out On Important Savings
  • Understand How It Impacts Your Social Security & Retirement Income
  • Plus: Should You Do a Roth Conversion andthe common mistakes to avoid!

Hi, I am Leibel Sternbach

I am an Enrolled Agent with the IRS, and I wrote this guide to help people stretch their retirement savings as far as possible.

I believe that unnecessary taxation and market losses are the two greatest threats to today's retirees.

I have been very vocal about my options, and my advice has been featured in Forbes, CNN Business, Reader's Digest, MarketWatch, Investor's Business Daily, Think Advisor, among many others.

I wrote a book on financial planning and I teach regular classes to advisors and retirees. I hope this guide helps bring you one step closer to building the retirement of your dreams.

Remember: Finance is Simple - It's People Who Make it Complicated!


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