401k Escape Plan presents:
Keep More of a $1,000,000+ Nest Egg - Legally
For disciplined savers with $1M+ in 401(k)/IRA who prefer design over default.
Posted: November 29, 2025
401k Escape Plan presents:
For disciplined savers with $1M+ in 401(k)/IRA who prefer design over default.
As Seen On:
Keep More of a $1,000,000+ Nest Egg - Legally
Posted: November 29, 2025
You didn’t build a seven-figure balance by drifting. Yet the status-quo route, with pre-set brackets, surcharges, and a mandatory withdrawal timetable, can quietly redirect $1.5–$3.0M of lifetime purchasing power, often $4–$7k per month.
The 401k Escape Plan™ is a conservative, tax-compliant process that re-positions retirement capital in one coordinated step so future growth and income can be treated more favorably.
From defined contribution risk to actuary-grade durability by design.
Reclaim structure and timing that favors your household, not the default.
Your timeline, not a mandatory withdrawal timetable.
Design around forced withdrawals so income happens when you need it—not when a calendar says so.
Stay below costly thresholds by design.
Minimize exposure to pre-set tax lines that can increase the tax on Social
Security and trigger IRMAA surcharges.
Keep more of a $1M+ nest egg - legally.
Turn a potential $1.5–$3.0M lifetime leak (≈ $4–$7k/month) into preserved purchasing power through a tax-compliant process—illustrative, not guaranteed.
What you receive
Private Tax-Path Diagnostic™ decision-grade and yours to keep
Side-by-side after-tax outcomes
Bracket & Threshold Map (RMDs, Social Security taxation, IRMAA sensitivity, survivor bracket)
Check Eligibility
Standards Over Sales
We recommend implementation in select cases where the Diagnostic meets pre-set thresholds. If eligibility and math don't align, we're explicit, and we don't proceed.
Steve Redisberger, Financial Strategist & Mathematician - Helping Families Keep More of What They Built.”
Complete The Brief Questionnaire Below:
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Frequently Asked Questions
Is this a Roth conversion or an annuity?
No. It's a tax-compliant process, executed in one coordinated step, designed to treat future growth and income more favorably.
Will I be pressured to act?
No. Implementation is invitation-only, based on eligibility and numbers.
What does the Diagnostic include?
Side-by-side after-tax outcomes and a Bracket & Threshold Map (RMDs, Social Security taxation, IRMAA sensitivity, survivor bracket).
Can you work with my current advisor?
We can coordinate as needed. No third parties are required at this stage.
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Privacy Policy - Disclaimer - Terms
The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.