The Reference Guide
Clients Pay More Taxes in Retirement Than They Need To...
Help Them Keep More of What They’ve Earned Through Every Stage of Retirement...
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The tax time bombs lurking inside their nest eggs...
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How unplanned IRA distributions can trigger surprisingly high marginal tax rates...
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How Social Security benefits can be taxed...
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Why Medicare premiums can suddenly jump...
Give your clients The Guide to Taxes and Your Retirement, 2026
Dear Advisor,
The Guide to Taxes and Your Retirement belongs in every conversation you have with clients and prospects about retirement income.
Many clients—and even some advisors—don’t fully understand the tax challenges retirees face.
That’s because retirement tax planning is complex, and too few people explain it clearly.
Whether you’re discussing retirement income, Roth conversions, Social Security, Medicare, or estate planning, this guide helps clients connect the dots between taxes and retirement decisions.
A smart tax strategy can help extend the life of a retirement portfolio and reduce costly mistakes.
Use this practical guide in your office, at workshops, and in client meetings. Share it with prospects to start meaningful conversations, and with COIs to reinforce your role as a trusted source of knowledge.
This 4-panel, 2-sided, 8.5" x 11" reference guide reinforces your expertise while helping clients understand essential concepts, including:
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Why retirement tax planning should begin well before retirement
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When it may make sense to fund Roth IRAs and consider Roth conversions
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How HSAs can be used more effectively for medical expenses in retirement
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What a distribution optimization strategy is and why it matters
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When clients should really claim Social Security
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How to fund health insurance in an early retirement
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Why tax planning is critical to early retirement decisions
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How IRMAA can create hidden Medicare surcharges
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Why clients need to understand RMDs long before they begin
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How to be more tax-efficient with charitable giving
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Estate planning tax issues that go far beyond exemptions
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Why estate planning belongs in the retirement conversation
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What to consider when inheriting an IRA
7 Reasons to Share The Guide to Taxes and Your Retirement
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Because you’re the expert. Clients want their advisor to be a trusted source of clear, useful information. This guide helps reinforce that role.
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Because it strengthens your reputation as a financial educator. Study after study shows that people are more likely to work with advisors who help them understand important decisions.
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Because it highlights the complexity of retirement taxation. Many baby boomers are confident do-it-yourselfers—until they realize how complicated distribution planning can be.
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Because no one wants to pay more in taxes than necessary. Every dollar saved in taxes can help support portfolio longevity and retirement security.
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Because it makes an excellent marketing touch. Mail it with a cover letter to clients and prospects who are beginning to think seriously about retirement.
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Because it’s a perfect handout. Use it at client meetings, seminars, workshops, and other events to reinforce your guidance.
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Because it demonstrates your commitment to helping clients retire more confidently. That builds trust, loyalty, and referrals.
Order Your Copies of The Guide to Taxes and Your Retirement, 2026 Today
The Guide to Taxes and Your Retirement is a practical, affordable handout for clients, prospects, and strategic allies.
When you share this guide, you reinforce your expertise, professionalism, and commitment to helping clients make smarter retirement decisions. It’s also the kind of resource clients and prospects are likely to pass along to friends, family, and colleagues.
Order your copies today—that’s 50 copies of The Guide to Taxes and Your Retirement, 2026 for just $217—a $112 savings off the full price.
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Printed Hard Copies
Quantities and Discounts
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Qty.
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Price
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Price per unit
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% of Savings
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50
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$217
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4.34
|
34%
|
|
100
|
$388
|
3.88
|
41%
|
|
150
|
$532
|
3.55
|
46%
|
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200
|
$684
|
3.42
|
48%
|
|
300
|
$968
|
3.23
|
51%
|
|
400
|
$1,262
|
3.16
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52%
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500
|
$1,512
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3.02
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54%
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The Guide to Taxes and Your Retirement fee will be charged directly to your credit card. Our online process is secure, and you can safely provide your credit card information below.
About Horsesmouth
Since 1997, Horsesmouth has helped financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning, and investment strategies.
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