The Retirement Tax Rules Most People Learn Too Late

Get your free copy of The Paradigm Retirement Guide 2026: RMDs, IRMAA, Social Security, the widow's tax, tax-free income options (Roth, HSA and life insurance) explained honestly, and state taxes after death. Request your copy below.

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What's Inside the Guide

How to keep RMDs and IRMAA from quietly raising your taxes and Medicare premiums
Tax-free income options explained honestly: Roth conversions, HSAs and cash-value life insurance, with the trade-offs
The widow's tax, Social Security timing and the steps couples should take while both spouses are living
Wills, trusts, state taxes after death and a family organizer, plus a 2026 numbers cheat sheet

About Paradigm Capital Group

Scott Whatley and the team at Paradigm Capital Group help individuals and families plan for a more secure retirement through personalized, education-first guidance on income planning, tax-advantaged strategies, and legacy protection. We take the time to understand your goals before recommending any strategy.

This material is for educational purposes only and is not intended as tax, legal, investment, or financial advice. Any strategies, concepts, or figures discussed are hypothetical illustrations only and do not guarantee any specific outcome or result. Please consult a licensed insurance, tax, or financial professional before making any decisions based on this information. Scott Whatley is a licensed insurance agent and may receive commissions on insurance products.

This offer and our communications are intended only for adults 18 years of age or older.

Paradigm Capital Group · 28210 Paseo Dr, Suite 216, Wesley Chapel, FL 33543
727-278-3645 · [email protected]