Avoid These 5 Retirement Taxes

In this week’s Hidden Wealth Review, I teach about the five main tax areas that you can legally avoid. If you don’t avoid these taxes, they will cost you dearly in retirement! In an article on Newsmax.com, Chris Heerlein wrote, “Think twice before saving for retirement: Uncle Sam is watching you.” The Baby Boomer generation has saved about $14 trillion in tax-deferred accounts such as: …

Your IRA or 401(k) is Costing You Thousands!

In this week’s Hidden Wealth Review, I teach about a recent article on CNBC.com by Carla Fried. Carla wrote that, if you like hefty tax bills, just go ahead and keep your 401(k). You can also add your IRA to the list of retirement accounts that create huge tax bills. I recently met with a client who had saved all of his retirement …

The “Fair Formula” for Higher Taxes

In this week’s Hidden Wealth Review, I teach that people are paying more taxes in retirement then they did in their highest wage-earning years. It’s not just federal taxes that are going up, new taxes are coming at us from all directions. Seattle mayor Ed Murray describes his city’s new tax on the affluent as “a new formula for fairness.” Washington is one of …

Escape the Government’s Tax Dependence

In this week’s Hidden Wealth Review, I teach that the government is looking for ways to increase taxes on high wage earners and the “wealthy”. Now even the Trump Administration is calling for higher taxes. Just this week, Steve Bannon, The White House Chief Strategist, spoke of the need for higher taxes. This is due to the government’s tax dependence. The government is …