Top IRA & 401(k) MistakesLive Webinar 

Learn How to Help Avoid The Critical Mistakes That 80% of IRA Owners Make!

Register for the Webinar

Date: Thursday, June 15th

Time: 6:30 PM CDT

About The Webinar

Discover from Michael and Connor Stewart some of the biggest mistakes that can derail retirement plans in a time of crisis like we are experiencing today...

During this webinar you will discover:

  1. How the current administration may impact your retirement income.
  2. How to use your IRA for tax-efficient investments.
  3. How the SECURE Act 2.0 updates will impact your IRA.
  4. When to keep volatile assets outside of tax-exempt accounts.
  5. The secret to converting your retirement account into tax-free income.
  6. IRA/401(k) rollover rules that can cause immediate taxation.
  7. How to have a plan that gives you guaranteed income for life.


Financial Planner and Fiduciary


Registration is NO COST for this breakthrough ONLINE event!

Michael Stewart has been in the suburban Chicago area for most of his 52 years. He has been in the financial services industry for over 22 years.

His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, author, and the host of both the Retirement Success Blueprint Radio Show and Podcast. He lives in McHenry with, Karen, his wife of 28 years, and their three children, Connor, Patrick, and Olivia.


Financial Advisor and Fiduciary

Connor has been with Crystal Lake Tax & Financial for two years after graduating with a Bachelors of Science in Management from the University of Iowa. Connor assists clients with conservative financial planning, tax mitigation, and estate planning.

His favorite part of working with Crystal Lake Tax & Financial is being able to help people navigate through all aspects of retirement. Connor lives vicariously through his clients as they are able to live the retirement that they envisioned.

Outside of the office, Connor is an avid sports fan who enjoys working out, spending time with his family, and adding to his sports card collection.


One Evening Only!

Thursday, June 15th at 6:30 PM CDT



Join us from the comfort of your couch.

View on your computer, tablet, or phone!

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Registration is FREE for this exclusive ONLINE event

Are you aware of the most common IRA and 401(k) tax traps and pitfalls?

Sign Up Today to Reserve Your Spot!

Top IRA & 401(k) Mistakes


During this class, discover:

The new IRA/401(k) rollover rules that can cause immediate taxation.

Find the silver lining of opportunities for your life savings.

How the SECURE Act 2.0 updates will impact your retirement accounts.

If your advisor is not keeping up with the times you are going to be lost.

The secret to converting your retirement account tax-free income.

Change seems like a daily occurrence.

These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!

During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2021 Sound Income Strategies.