401k Escape Plan presents:

Keep More of a $1,000,000+ Nest Egg—Legally

For disciplined savers with $1,000,000+ in tax-deferred accounts who prefer documented methods over guesswork.

Posted: October 14, 2025

401k Escape Plan presents:

For disciplined savers with $1,000,000+ in tax-deferred accounts who prefer documented methods over guesswork.

As Seen On:

Keep More of a $1,000,000+ Nest Egg—Legally

Posted: October 14, 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.

Not a Roth • Not an annuity • Not a slow, multi-year phase-in.

  • Status-quo: pre-set tax thresholds, IRMAA surcharges, mandatory withdrawal timetable, sequence risk, estate friction

  • Designed: tax control, predictable income, access on your terms, cleaner estate transfer

A Private Tax-Path Diagnostic™concise, decision-grade, and yours to keep: side-by-side after-tax outcomes + Bracket & Threshold Map.

What you receive

A Private Tax-Path Diagnostic™concise, decision-grade, and yours to keep: side-by-side after-tax outcomes + Bracket & Threshold Map.

Check Eligibility

Eligibility required. We proceed only when the numbers justify it.

Keep your cash-flow plan on your timeline, not a mandatory withdrawal timetable.

Complete The Brief Questionnaire Below:

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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.