How Scott & Sue Got Rid of The Government Retirement Tax Gotchas!

In this week’s Hidden Wealth Solution Insight, I teach how a client couple, Scott & Sue doubled their retirement income by eliminating the government’s taxes on that income. Not only did their income double, they learned how to make this income last for the rest of their lives. “The icing on the cake,” according to Sue, “was when we learned all this extra retirement income …

401 (k)onfiscation

In this week’s Hidden Wealth Solution Insight, I teach thatyou’re being SCAM’ed and there are ways you can use this to your advantage. This is especially true when it comes to taxes. SCAM is an acronym that means: Sound, Calculated, Accounting, Method. I met recently with a client who needed $72,000 in annual retirement income. In order to net this amount, he has …

How Much Tax Will You Pay on Your IRA?

In this week’s Hidden Wealth Solution Insight, I teach that taxes will be mountainous over our lifetimes. We recently conducted a Tax Savings Analysis for a 66 year old man who believed that he would need $100,000 a year to maintain his retirement lifestyle. He was astonished when our analysis showed that one third of his income would be paid to taxes. It doesn’t …

Untax Your Retirement

In this week’s Hidden Wealth Solution Insight, I teach that many people are trying to understand the uncertainty and severity of where tax rates in this country are headed. I’ve recently met with several people who took advantage of our no-cost, no-obligation Tax Elimination Discovery Interview. These meetings confirmed a recent poll that showed the three biggest retirement fears of Baby Boomers: Running out …