Lan Xiao:Tax Saving&Retirement Planning

05/21/2026

Getting a piece of AI powerhouses SpaceX, OpenAI, and Anthropic isn’t easy pre-IPO. It isn‘t impossible, though. Here’s how you do it.

04/14/2026

Most people do not realize it:your IRA is not all yours-it is a joint account with Uncle Sam. And one wrong move could cost you thousands in unnecessary taxes. Watch this from Slott and company, America's IRA Experts, previewing their newest retirement tax resource.

As a memeber of Ed Slott's Elite IRA Advisor Group, I train directly with Ed and his team and have access to America's leading IRA Experts as my back-office support. That means that you work with me, you are getting both my expertise and theirs.

00:00 – Why Your IRA Isn’t Really Yours02:15 – Retirement Tax Planning in Your 50s: Contributions and Penalties07:35 – Your 60s: The Sweet Spot for Roth Conv...

04/07/2026

Watch this 2-minute trailer from American's IRA Experts. Think your IRA is all yours? Think again. It’s actually a joint account with Uncle Sam —
and one wrong move could trigger thousands in unnecessary taxes.
That’s why I’m sharing this new public resource from Ed Slott and Company, America’s
IRA Experts.