Your IRA is Putting Your Retirement at Risk

In this week’s Hidden Wealth Review, I teach why your IRA is putting your retirement at risk. This risk is primarily due to the IRS. There are three main areas where your IRA is putting your retirement at risk. You can remember these three retirement risk areas by using the acronym BLT. BLT is easy to remember. It’s the reference for a bacon, lettuce …

The Top Three Things That Catch Retirees Off Guard

In this week’s Hidden Wealth Review, I teach how you can increase your retirement income by up to 40% (or more). What I have discovered recently is that many people are not controlling their retirement tax “controllables” and they’re not taking care of the predictables. Whether you’re transitioning to or through retirement, you can significantly improve your retirement income if you control …

#1 Thing Retirees Wished They’d Planned For

In this week’s Hidden Wealth Review, I teach that the number one thing retirees wish they had planned for better is the impact of taxes on their retirement. Many people have shared with us the unbelievable amount of tax they are paying in retirement. Most are shocked when they discover that they are paying more taxes in retirement than they did in …

Get Your IRA Untaxed

In this week’s Hidden Wealth Review, I teach that taxes today are more than double what they were when JFK was president. In 1961, the average tax, per tax-payer (adjusted for inflation) was $15,000 a year. Today, that amount has ballooned to $35,000 a year! Two of the biggest reasons for these tax increases are Medicare and Social Security. Government forced Required Minimum Distributions, …

Stop the Government Taking Your Taxes

In this week’s Hidden Wealth Review, I teach that taxes are predictable. How much money we make is sometimes not predictable but, what the government takes is predictable. Let me show you how to stop the taking and start the making. Whether you’re a Baby Boomer, a business owner or both, we can show you how to eliminate unnecessary taxes. We recently conducted a Tax Savings Analysis …