Top Three Areas to Save the Most Tax

In this week’s Hidden Wealth Review, I want to teach you how to get a copy of my latest book, “The 10 Most Expensive Tax Mistakes That Cost Business Owners Thousands.” We have saved Baby Boomers and business owners thousands of dollars with our tax-savings programs. If you meet one of the following three criteria, you will be able to take advantage of these …

The Two Most Important Protections

In this week’s Hidden Wealth Review, I teach about the top two retirement protections. Many people have called this past week, concerned about the tax they’re going to be paying when they are forced to take Required Minimum Distributions (RMDs) from their 401(k)s, IRAs and other qualified retirement accounts. Many of you were stunned when you learned that RMDs can cause up to …

The New #1 Retirement Trap

In this week’s Hidden Wealth Review, I teach that I have discovered that I was wrong about the five greatest retirement traps. I now recognize that the number one thing that prevents people from realizing the full potential of their retirement is procrastination. I recently met with two couples, one in their 60’s and the other in their 70’s. Both couples expressed regrets …

Your Retirement is About to Get Taxed More!

In this week’s Hidden Wealth Review, I teach about the coming $24 trillion Government Tax Grab Game. Under the Trump tax plan, there’s some government “giveth” and a lot of government “taketh away.” In order to pay for lower personal and corporate tax rates, dropping the “death tax,” removing the Alternative Minimum Tax and several other proposed tax reductions, the government is looking for ways to …